Guides

[Export] Leads

Hello, you can export Leads registered in the Erxis system by following the instructions below. 

  1. Go to the Settings menu.
  2. Click on Import & Export.
  3. Select Export .
  4. Click on Leads and then click Next.
  5. Select the fields in the Excel column section of Properties to export and click Next.
  6. After filtering the field with the values ​​you need, go to the Filter section.
  7. Click Apply Filter.
  8. Click Count to count again.
  9. Click Apply Filter.
  10. Click the Next button and fill in the Name field.
  11. Disclaimer accepted.
  12. Click Export . From the results that appear,
  13. Click on Download Result to get your data.