Article Overview
If you are transitioning from SPOTIO 2.0 to SalesRabbit and would like to import your current list of leads, this article covers how to export your data from SPOTIO.
Step 1 - Log In
Log into the SPOTIO web app and access your Pipeline.
Step 2 - Filter
Expand the filters menu by clicking the "Show Filters" bar.
Using the Filter options, select the Timeframe, Reps, and Stages that you wish to export.
Step 3 - Export Leads
Once you have successfully selected all the necessary filters, click the yellow “EXPORT RECORDS" button.
Save the file to your computer and remember where you saved your file. You can then upload that file into SalesRabbit to access your leads within SalesRabbit.
Click here to learn how to import leads into SalesRabbit.