FAQ: How can I export my leads in REsimpli?
Answer:
Here are the steps to export your leads in REsimpli:
Click on the ‘Leads’ tab on the left sidebar menu.
Select ‘Active Leads.’
3. Click the ‘Filter’ icon on the top right section.
4. Set the filtering criteria according to the data you want to export and hit ‘Filter Leads.’
5. Once the leads are filtered, click the ‘Export REsimpli Leads’ button.
6. Confirm the selection by clicking ‘Yes.’ An ‘Excel’ spreadsheet will open.
7. Perform the actions you want with the Excel spreadsheet, such as filtering the leads according to your preference.
Reference Video: