Answered

Exporting lead notes

Hi! I've been trying to export the notes from de leads module, so far I've seen how to export Contacts and Organisations with the notes, but not for the leads... how can this be done?

2

Comments

5 comments
  • Hi Maria,

    Unfortunately, there isn't a way to export the Lead Notes at this time. I apologize for the inconvenience.

    0
    Comment actions Permalink
  • How come there is still no option to export lead notes????

    0
    Comment actions Permalink
  • Hi Daniel:

    You may want to check out the Ideas & Suggestions page to see if this has been submitted by another user and add your vote. If you don't find it, you can add a new thread :)

    The Ideas & Suggestions page is monitored by our Product team and reviewed every few weeks or so and the best way to let the team know what you'd like to see. Also, even though you may not get a direct reply in the Community, your ideas are still reviewed by our Product and Engineering teams. This article also goes over what happens when you post an idea to our Community.

    0
    Comment actions Permalink
  • This really needs to be implemented.  We've gone through the time and effort to create multiple notes for each lead, only to find out that it's impossible to export all that information.  Extremely frustrating.

    1
    Comment actions Permalink
  • I must have a way to export notes.  I use what is called "Export Organizations and Notes"  What I get is "Background"  NOT notes.  Please help!

    0
    Comment actions Permalink

Post is closed for comments.