> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ruloans.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer leads export

# **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.

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## **Step-by-Step Instructions**

### **1. Visit the CRM Portal**

* Open the following URL: [crm.ruloans.com](https://crm.ruloans.com)

### **2. Navigate Through the Sidebar**

* From the left-hand sidebar, click on the **Finance** section.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/customer-leads-export/image1.png" />

### **3. Go to the Claim Section**

* Under the Finance section, click on **Claim**.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/customer-leads-export/image2.png" />

### **4. Open the Customer Leads Tab**

* Next, click on the **Customer Leads** tab.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/customer-leads-export/image3.png" />

* All available leads will now be displayed on the screen.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/customer-leads-export/image4.png" />

### **5. Apply Filters as Required**

* 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.

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/customer-leads-export/image5.png" />

### **6. Export the Data**

<img src="https://ruloans-bucket.s3.ap-south-1.amazonaws.com/docs/crm/features/finance/customer-leads-export/image6.png" />

* 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**.

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## **Conclusion**

Using this process, you can easily export customer leads in bulk from Ruloans CRM, filter them based on your needs, and manage or analyze the data directly within Excel.

**Prepared by:** Aparmita Srivastav