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How to export Leads?

Export leads to a CSV file for external use or backup.

Samir Rashed avatar
Written by Samir Rashed
Updated over a week ago

How to Export Leads from The String Platform?

Easily export your leads to a CSV file for external use, analysis, or backup. Follow these steps:

1. Log in to Your Account

  • Open The String platform and log in with your credentials.

2. Navigate to Lead Management

  • From the sidebar, click on "Management", then select "Leads".

3. Select Leads to Export

  • You can export all leads or use filters to select specific ones (e.g., by date, source, or lead stage).

4. Click on "Export"

  • Locate and click the "Export" button.

5. Choose File Format

  • Select CSV as the export format.

6. Confirm & Download

  • Click "Export", and the system will generate the file.

  • Once ready, download the file to your device.

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