Prospect CRM users may find it useful to export configure lists to excel when maintaining & administering the CRM. For example you may need to export a list of your current lead statuses to excel for administration purposes. Please note only users with admin permissions will be able to access the configure options.
- Open your Configure List from the Settings Centre.
- Click on the three dots known as the further options menu located in the right-hand corner.
3. Select Export to Excel from the drop down & your configure list will then be exported to excel.
4. Your excel file will be available to save & open from your web browser's download section.