FAQs on Leads | Online Help - Zoho CRM

How do I export leads from a list view?

You can export leads to a custom view using reports. To export leads:

    1. Go to the Reports module and click Create Report.

    2. Select the Leads module and choose a report type, e.g. Tabular.

    3. Select the fields you want to add to your report.

    4. Specify the criteria for the custom view under Advanced Filters.

    5. Click Save.

    6. Now click Export. You can export the report in CSV, Excel, or PDF format.

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