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Export companies to CRM

export companies to CRM, companies to CRM, export, export comapanies

Gerard avatar
Written by Gerard
Updated over 6 months ago

Do you want to export companies to your CRM?

1️⃣ Go to Companies 🕵️‍♀️

Navigate to the list you want to export or select the "All Companies" option to view all.


2️⃣ Select the appropriate Companies ✅

Option 1: Select all Companies if you want to export the entire list.
Option 2: Filter by columns.
Option 3: Manually select the Companies you want to export.


🚨 Important: If you export a company, the leads associated with it will also be exported. 🚨



3️⃣ Click on Export 📤 > Export to CRM

Where to find the reports you have exported to the CRM? 👇🏼😬

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