Manage Clients (Leads)

Export Lead/Client

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Introduction

The Export Lead/Clients feature in REM allows you to export single or multiple leads/clients at once. This helps streamline data management by enabling quick downloads.

How to Export Lead From REM App

Exporting leads is easier than ever! Follow these simple steps:

  1. Tap on Clients from the bottom navigation bar.
  2. Press and hold to select a single or multiple leads/clients.
  3. Tap Export Leads from the dropdown.
  4. Tap on Confirm, and the Selected lead/client is exported successfully

Export Lead/Client From REM Web Portal

Exporting leads is easier than ever! Follow these simple steps:

  • Click on Leads from the sidebar.
  • Select a single or multiple leads/clients.
  • Click on Export Leads.
  • Click on Confirm, and the selected lead/client is exported successfully.

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