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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 10 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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