How to Export Leads from the AE CRM
Learn how to easily transfer lead data from the AE CRM into another CRM.
Written by Jenna Tighe
Updated at July 17th, 2023
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Steps to export leads from your Agent Elite CRM:
- To access the CRM, click the green View Leads bar in the website dashboard.
- Once in the CRM, click Export Leads on the left panel.
- You can choose to sort your lead list by Name, Email, or Date.
- You can also include Disabled and Deleted Accounts.
- Click Export to complete.
Your list will download as a CSV file that you can upload to a new CRM.