Export Lead to Microsoft Outlook

If you are a Microsoft Outlook user you can Export the Leads generated into MS-Outlook and create Contacts along with a Category assigned.

• Start the Leads Export from KMNavigator
• Click the Browse button to open the .csv file containing the leads
• Click the Extract Leads button to spool the leads into the Exporter
• Click the Export button

If you want to assign a Category to the Contacts follow these steps:

To assign an existing Category:

• Select the Select Category option
• Select a Category from the Dropdown list
• Click the Export button

To assign a New Category:

• Select the Add New Category option
• Enter a Category Name in the Text Box
• Click the Add Category button
• Click the Export button

FAQ:

About Category

For more details about Category and its usage refer MS-Outlook Help

Note:

We recommend you to assign a Category to the Contacts created when you Export the Leads to Outlook. It helps you to manage your Leads easily and efficiently.

If you are using a Category, Click the Export button after you have assigned or added a new Category.