How to Export Activities of a Lead in CRM

Overview: 

This article provides a step-by-step process on how to export activities of a lead in CRM.  

Process: 

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates and open it.  

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Leads. 

6. By default, the My Open Leads will display. You can change the view to All Leads to display the complete list of leads.

7. It is best that you are in Read Only Grid View to expand the information displayed. If not, click Show As then Read Only Grid at the command bar

8. Search for the specific lead by using using either the Filter by keyword bar or you may also use the filter by on each category.

9. Click the name of the lead (a hyperlink) to open its details.

10. Click Related tab.

11. Select Activities from the options.

12. The Open Activity Associated View will be displayed. 

13. Click Export Activities located at the command bar. If it’s not showing, click the ellipsis icon (⋮) and select Export Activities.

14. The download will automatically start, and the file will be saved to your computer.