You can save/export records in other formats such as PDF and Doc files.
To do this:
- Navigate to leads and contacts
- Select the leads you wish to export (as pdf or doc files)
- Using the menu button (appears besides the filter button when a checkbox is used.
Print Records: Compiles your selected records into a pdf document that opens in a new tab
Save as PDF: Compiles your selected records into a pdf and downloads into a zip file.
Save Selected Leads as DOC: Creates mulitple word documents containing your records
Save as PDF with attachments: Saves selected leads as PDF's along with any file attachments.
To export your data as a filtered CSV file read this guide.