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I have to export several Leads in Excel files. I can't manage to export the notes in the timeline, any ideas?
Thank you
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Hello everyone
I have to export several Leads in Excel files. I can't manage to export the notes in the timeline, any ideas?
Thank you
Hello Xbow24
Yes You can Export Notes from Lead.
As shown in Image from Filter Select Entity Lead and Select Regarding Note. You can find all Lead which have at least 1 Note/Attachment.
I hope it helps,
Thanks.
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