nXportal - User Manual: Exporting Leads in nXportal

There are two ways to export existing leads in the CRM.

First Method:

1. In nXportal, use the search bar to search for 'Data Export'.

2. After searching, select the 'Lead' DocType to export lead information.

3. Choose the file format for the data export, and select the specific lead information you want to extract.

4. After that, click the 'Export' button, and the lead information will be downloaded as a file.

Second Method

1.Navigate to the CRM section in the sidebar and select 'Lead'.

2. Choose the lead you want to export from the list of leads.

3. After selecting the lead, click the black 'Action' button and choose 'Export'.

4. Select the file type and choose the filters that will be included in the export. Then click 'Export', and the file will be downloaded.