Customer Leads Export Process – Ruloans CRM
Date: May 15, 2025 This document provides a step-by-step guide to exporting customer leads in bulk from the Ruloans CRM platform.Step-by-Step Instructions
1. Visit the CRM Portal
- Open the following URL: crm.ruloans.com
2. Navigate Through the Sidebar
- From the left-hand sidebar, click on the Finance section.
3. Go to the Claim Section
- Under the Finance section, click on Claim.
4. Open the Customer Leads Tab
- Next, click on the Customer Leads tab.
- All available leads will now be displayed on the screen.
5. Apply Filters as Required
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To filter leads by a specific month:
- In the Claim Month field, type “May” and press Enter.
- This will display all leads from the month of May.
6. Export the Data
- Click on the Export button located in the top right corner.
- The download will begin automatically.
- All leads from May will be exported into an Excel sheet.
7. Edit and Review the Excel File
- Open the downloaded Excel file.
- You can edit or clean the data as needed.
- Scroll to the right side of the sheet to find important details like the Lead Reference ID.