Export Leads to Microsoft Outlook
If you are a Microsoft Outlook user you can Export the Leads generated into MS-Outlook and create Contacts along with a Category assigned.
- Start the Leads Export from KMNavigator
- Click the Browse button to open the .csv file containing the leads
- Click the Extract Leads button to spool the leads into the Exporter
- Click the Export button
If you want to assign a Category to the Contacts follow these steps:
To assign an existing Category:
- Select the Select Category option
- Select a Category from the Dropdown list
- Click the Export button
To assign a New Category:
- Select the Add New Category option
- Enter a Category Name in the Text Box
- Click the Add Category button
- Click the Export button
FAQ:
About Category
For more details about Category and its usage refer MS-Outlook Help
Note:
We recommend you to assign a Category to the Contacts created when you Export the Leads to Outlook. It helps you to manage your Leads easily and efficiently.
If you are using a Category, Click the Export button after you have assigned or added a new Category.
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