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Export your client folders

If you have the Dream Team edition, you can forbid users to export information from your Account Settings.

Just like you're able to export leads and prospecting lists, you can export your client folders created during your sales process.

This will enable you to have a complete export of all the leads inside a Client Folder. Important: when exporting leads from a Client Folder, we don't tell you to which client folder they belong.

How to export?

  • To export leads from a Client Folder: Go to the Client Folders menu, open de Client Folder of your choice, and click on the "export" button, at the bottom of the page.

  • To export all your Client Folders: Go to the Client Folders menu, and click on the "export" button, at the bottom of the page.

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