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.
3️⃣ Click "Export to CRM":
4️⃣ Choose and Export:
Owner
Company fields
Association type:
Enable/disable Export associated contacts
Overwrite existing values: Double check your fields mapping
🚨 Important: If you export a company, the leads associated with it will also be exported. 🚨
5️⃣ Where to find the reports you have exported to the CRM? 👇🏼😬