FAQs in this section
Can I convert multiple Leads at once?
How do I convert a Lead?
How can I get notified when a Lead is assigned to me?
Is it possible to delete all Leads?
What is Contact or Lead Generation?
How do I enable the Leads module?
How to create a Lead using Quick Create?
How do I create a Lead from the Leads module?
How do I transfer Lead ownership to another Sales rep?
How do I create a Quote from a Lead record in Vtiger CRM?
Is it possible to create Quotes directly from a Lead record in Vtiger CRM?
How can I find out when and how I last contacted a lead?

How do I export Leads?

Follow these steps to export leads:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Leads
  5. Select records on the List View by hovering over the left corner of the lead rows.
    • You can select only the records that you want to export.
    • You can hover over the left side of the leftmost column to select all the records.
  6. Click the Export icon on the toolbar on the column names' top-left.
  7. Choose one of the export options (explained above).
  8. Click Export.
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