FAQ: How to export leads and include notes as well?

Answer:

If you want to export the leads and notes out of REsimpli, follow these steps:

1. Navigate to ‘Leads’ on the left sidebar menu and select ‘Active Leads’.

2. Click the ‘Filter’ icon on the top right corner. The ‘Lead Filter’ window will open.

3. Click ‘Filter Leads’. It will show you all the leads.

4. Click the ‘Export REsimpli Leads’ button on the top right corner. The system will export everything on the Leads page, except for the ‘Notes’ section.

Notes: Currently, REsimpli does not support exporting notes.