How to use the "Export Leads" Permission - Spotter V2

Created by Andre Greiner, Modified on Wed, 24 May, 2023 at 9:27 AM by Andre Greiner

This permission is intended to enable the function of exporting   leads   to pre-salespeople.

Lead   export   is generally used when there is a need to extract data from Spotter to import into another system or even to view data in a spreadsheet.

By default, pre-sales users do not have access to the Export   Leads feature  With this permission, you will have more autonomy to manage   leads  , as well as assist in the team's work, giving more flow to the work routine.

Follow the step by step below to learn how to export   leads   from the base quickly and easily.

1.   Log in to the  Exact Spotter  page . 

a. Enter your email, password and click   Login  .

2.   Access the side menu   Leads   >   List of   leads  . 


3.   After opening the page, you will find the list of leads, select the ones you want and then a menu with several options will appear, click on   export.


4.   Define what type of export you want: 



5.   After carrying out the export request, you will receive an e-mail with the requested exports attached.




Okay, the export procedure is finished. 

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