The importance of column names
Whether it is because you are going to launch a marketing operation or because you want to make tailor-made reports you will need to export your leads in Excel or CSV format.
In order to get a well-structured export the names of the columns have to be consistent with your predefined fields. Thus, when you import an Excel or CSV file for your prospecting process, you will be able to directly match the name of the columns with your default lead structure. Because the export is based on those predefined fields, it’s important that they are reflected everywhere so that when you need to export your leads in CSV format from noCRM, the file is easily readable and usable.