Last Revised: 13 Apr 2021 Written by Veloxity CRM Time Estimate: About 1 minute to read. Version 2.0
Step-by-step guide
On the Sidebar Menu, click Leads
Click All My Leads
The Leads Data Table opens
Tip: List All Leads provides a Table View of your Accounts. Quickly view, sort, bulk delete, and edit your Accounts. Click the three dots in the upper right corner to access the overflow menu. There is an option to Export to CSV on this menu.
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