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. 

  1. Open your Configure List from the Settings Centre.
  2. 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.

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