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Introducing Leads Export

You’ve been asking for it so here it is! Leads Export to CSV and Excel is finally available. You have the option to export all your Crmble Leads or just a selection. Use the filter options to find exactly the leads you want, select and export. That simple!

Gif showing Crmble Leads exporting sequence

We also added some handy options to manage your leads in a more productive way. Click on the small burger menu available under either column heading to access all the new visualisation options available in Crmble’s lead table view.

Let’s have a closer look to each available option…

Pin columns

Pinning columns makes navigating your Crmble Leads so much easier. Sometimes you need to compare specific columns and normally this can only be achieved by moving around columns, scrolling and searching the ones you need. Pinning is a much faster way to do this. Just find the columns you want, click on its header drop down menu, select Pin Columns and select right or left pin. Done!

Gif showing how to pin columns with Crmble Lead table viewer

Combinations are unlimited as you can have one column pinned on the left and another two on the right for instance. Feel free to drag and move pinned and as well as unpinned columns till you find the exact way you want your data to be shown. 

Autosize columns

Adjust column width to its content. Right click anywhere on the table to “Autosize All Columns” or use the column drop down menu of any specific column to adjust its size.

Search and filter

Use the empty text field you’ll find right below each column title to type in your Search or use the Filter option using columns drop down menu to execute more advanced searches combining boolean operators.

Note: Boolean Operators are simple words (AND, OR, NOT or AND NOT) used as conjunctions to combine or exclude keywords in a search, resulting in more focused and productive results. 

Selective visualisation

Check the names of the columns you want to make visible to focus on what really matters.

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