How to Export Leads in REsimpli
Step 1: Open the Active Leads Pipeline
Go to the left-side menu, hover over Leads, then select Active Leads.
Step 2: Filter Leads (Optional)
Use filters to narrow down the leads you want to export, such as:
Tags
Campaigns
Lead Statuses
Step 3: Switch to List View
Change the display from Grid View to List View.
Step 4: Select the Leads
Select the lead records you want to export or choose all records.
Step 5: Export the Leads
Click Selected Action, then choose Export Leads.
Step 6: Confirm the Export
Click Yes on the confirmation pop-up.
REsimpli will automatically download the exported lead file to your computer.
Step 7: Contact Support if Needed
Reach out to REsimpli support if you need help exporting leads or using lead filters.