How to download your prospect list in Excel format?

To download your prospect list in Excel format, please follow the steps below:

  1. Go to the CRM module. Then, click on the “Prospects” tab.
  2. Select the prospects whose data you want to print.
  3. Click on the “Export” dropdown menu, then click “Excel.”
  4. A download window will open. Click the “Export” button to save your list in Excel format.