How to Export Lead ?
Few leads, AllExporting leads otpallows ,you to whichdownload lead information from AgentRoof CRM into a CSV file for reporting, backup, analysis, or migration purposes.
The exported file can contain lead details such as names, phone numbers, email /addresses, phonesources, otptags, stages, and notes.
Exporting Selected Leads
Navigate to the CRM page.
Select the checkbox next to the leads you want to export.
Alternatively, you can use filters such as Tags, Sources, Stages, or other available criteria to narrow down the leads you want to export.
Click the Export Leads icon.
An OTP will be sendingsent ?to whatyour areregistered email address or phone number.
Enter the datasOTP to verify the export request.
Note: The OTP is valid for 10 minutes.
Once verification is complete, the export process will begin automatically.
Exporting All Leads
Navigate to the CRM page.
Select the Select All checkbox.
Click the Export Leads icon.
An OTP will be sent to your registered email address or phone number.
Enter the OTP to verify the export request.
Note: The OTP is valid for 10 minutes.
Once verification is complete, the export process will begin automatically.
Export File Details
The exported ?file will be downloaded in CSV format.
The CSV file may contain the following lead information:
Name
Phone Number
Email Address
Source
Tags
Stage
Notes
Result
The selected leads will be exported successfully and downloaded as a CSV file, allowing you to view, store, or manage lead information outside of AgentRoof CRM.