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Run a Search Using Filters in the CRM and Export to a CSV File

You can search for specific leads by applying filters. You can do this in all view types: funnel, list, table and map view. To access the search function on the main page (Funnel View), click on the magnifying glass in the Top Right Hand Corner of the page.

Step 1:

Click the 'Filters' tab. 

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Step 2:

This opens the right panel, where you can search using various criteria. The keyword search functions like Google, and filters such as sales rep, sales cycle stage, and custom fields help refine results. More detailed lead information enables more precise searches.

Step 3:

Once a filter is selected. You can close the right panel and select 'export'. This will export your filtered search into a CSV file. 

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