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How to Export Leads from Elite CRM

William Kabrall avatar
Written by William Kabrall
Updated over 7 months ago

If you want to import your leads from Elite CRM to other CRMs, you can do the following steps:

Within Elite CRM

  • Log-in to Elite CRM

  • Click on 'Contacts' on the left-hand side of your screen

  • Click on the checkbox on the left-side of the label 'Name' to select all the leads in your CRM

  • Click on Export Contacts button (inside the red circle)

  • Click on 'Export Contacts' button that pops-up for the file to download.

You can also customize which pieces of information from your leads that you want to export, to do this simply click on the 'columns button' and tick the checkboxes next to the kind of information you want to include or exclude from the export.

Importing Leads

You can import the CSV file you have exported from Elite CRM to your new CRM. You might find these links about how to do this helpful.

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