Export leads

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • You can export a quote as a JSON file in Lead Management and provide it to a customer.

    Vorbereitungen

    Role required: sales_agent

    Warum und wann dieser Vorgang ausgeführt wird

    The export lead feature in Lead Management exports a list of all leads. Use the following steps to export leads.

    Prozedur

    1. In the CSM Configurable Workspace, select the List view.
    2. Navigate to Leads > All.
    3. Select the File Type:
      • Excel
      • CVS
      • JSON
      • PDF
    4. Select the Delivery Type:
      • Email - Enter a valid email address.
      • Download - Downloads the export to a local drive.
      The list of leads is exported according to the parameters set.