Overview
Downloading a CSV file of your leads is a straightforward process that allows you to manage and analyze your lead data effectively. This guide will walk you through the steps to download your leads from SalesView.
Steps to Download Leads from SalesView
Step 1: Accessing the Leads Menu
Log in to SalesView: Ensure you are logged into your SalesView account.
Navigate to the Leads Menu: From the main dashboard, find and click on the Leads menu.
Step 2: Exporting Leads
Locate the Export Option: In the upper right-hand corner of the Leads menu, you will see three vertical dots.
Select the Three Vertical Dots: Click on these dots
Choose the Export Option: Select the Export option.
Step 3: Download the CSV File
Export Leads: After selecting the export option, a CSV file containing your leads will be generated.
Downloads Folder: You can find the CSV in your downloads folder .