Method Community

We are wanting to mail something to our leads in Method, and I can't for the life of me figure out how to export the accounts we have in there. I can find how to export their names, emails, etc, but nowhere that can export their name and address. Am I missing something? This is standard for a CRM, so hopefully there's a way. Thank you for any help!

Hi alatimer,

If you want to simply export all of your leads in Method, you can do this using the Import / Export tool. You can find this by navigating to Customize > Integration Tools > Go To Import / Export.

Select the Export a table to a file option and select the Customer Lead table. You have the option to select which fields to export or you can export them all. The default exported file will be a CSV and this is likely what you want. Now just select the Export to file… button and your lead list will be generated and downloaded.

I hope this helps.

-Audisho