- Log in to Scaleup CRM with Administrator or User privileges
2. From the Sidebar , choose Sales and select All leads .
2.In Export leads page, do the following:
- Export – Choose the type of contacts to be exported.
- Added by – select the users whose leads you’d like to export.
- Filter by Date – Select a time to export leads based on activity
- Filter by Status – Select the status to export leads based on activity
- Arrange by – Opt on how you want to arrange the leads.
- Click the format (CSV, etc.); you want to export the file.
