How to Export Leads

How to Export Leads

This help file will take you through how to export leads from Arosoftware.
To export leads, the user must have permission to access the leads and export.

If the export option is not visible, contact your system administrator or the Arosoftware support to request enable the required permissions.

Steps to Export Leads

  1. Navigate to Leads

    • Login to your database.

    • Select Leads.

  2. Filter Leads

    • Use the search or filter tools to narrow down the leads you want to  view and export.

    • Filters include:

      • Lead status

      • Date created

      • Assigned team member

      • Lead source

  3. Select Leads

    • You may:

      • Export all leads, or

      • Select specific leads using the check-boxes.

  4. Click Ellipses or 3 dotted icon

    • Locate the Export button (usually at the top-right of the leads list).

    • Click Export.

  5. Choose Export Format

    • Select the desired format:

      • CSV 

      • PDF

  6. Download the File

    • The system will generate the file.

    • Click Download to save it to your computer

Info
Note: There are limits to the amount of data that can be exported, the more column selected the less rows that can be included. You will receive warning it the export is too large to export.