Export leads

If you have the Dream Team edition, you can forbid users to export information from your Account Setting. If you're a user and can't see the export button, please contact your account Admin.

For reporting and marketing purposes, and so you can improve your sales process, you have to be able to export data at all times, and inside noCRM, the export feature is quite powerful. Not only can you export all your leads (as an admin), but also filter them by status (Won, Lost, Cancelled, To-Do, Standby) or by tags to create a more specific export list.

For example: if you wish to export all your won leads in Miami, you can. This is where customization of your tags, for instance, will come in useful.

In order to get a good export, please make sure that you have set up and predefined your leads' fields in Admin > Sales process > Predefined fields. Ensure you do this before exporting.

Exporting all leads

Go to the All Leads page inside your account, choose the compact mode view, and click on the Export button at the bottom of the page.

Export your own leads

You can export your leads by simply clicking on the "Export" button, available at the top of every page.

Export leads according to tags

Select the tag you wish in the tag cloud on the right sidebar of your account, choose the compact mode view, and click on the Export button at the top of the page.

⚠️ Format & Content of your exports ⚠️

1. Format

When clicking on the 'Export' button, you will be asked to choose the format in which you wish to export your data. Some formats may not be compatible with your Excel version so please make sure to use the correct formatting in order for the export to work properly or try several until you get the correct one (but remember what was mentioned above, we only export correctly what's inside the predefined fields you've set!).

Also if you wish to export the comments that were added to the leads, please make sure to tick that box (see image below).

2. Content

When exporting leads, you'll have a CSV file with the following information

• Name of the lead
• All information contained inside predefined fields
• Categories as column names, and their tags inside their corresponding column
• Lead Status
• Amount
• Probability
• Comments (if you ticked the box - see above)
• Pipeline step at the moment of the export

⚠️ Attachments ARE NOT exported. To export attachments, please check our api.

You can also learn more on how to export client folders with noCRM.io

Troubleshooting

After exporting, you may get a message saying that you will be notified once the export is ready. The notification is sent inside the app, to the notification center. If you miss it, you can always find your export in the Admin Panel > Data > Exports.