K-CRM
Export leads, customers, deals and reports from K-CRM
Managers can download each main list from K-CRM as a CSV file. Quotations print as a clean page you can save as PDF.
Last updated
What you need
- The Sales manager or Organisation admin role for CSV downloads and the audit log
- Any role that sees quotations for Print / PDF
Download the lists
- Open Sell → Leads and click Export CSV.
- Open Sell → Deals and click Export CSV.
- Open Customers → Companies or Contacts and click Export CSV.
- Open Numbers → Reports, choose the period and click CSV next to a report.
- Open the user menu → Audit log and click Export CSV.
Save a quotation as PDF
- Open the quotation from Sell → Quotations.
- Click Print / PDF.
- Choose "Save as PDF" in the browser's print window.
Good to know
- The leads export includes consent, consent purpose and date, and opted-out status.
- There is no CSV export of quotations or activities yet, and no bulk download of files. Ask hello@khanals.in if you need them.
- Files kept in your connected Google Drive or OneDrive are already in your own drive.
- To close your organisation's account, see Export or delete your data.
Common errors
I do not see Export CSV
Exports need the Sales manager or Organisation admin role. Sales executives and viewers cannot export.
The report CSV has fewer rows than I expected
A report CSV covers only the period you chose on Reports. Change the dates and click CSV again.
Still stuck?
Email hello@khanals.in with the app name, what you clicked and the exact message you saw. Do not send passwords, PINs or authenticator codes. You can also use the contact page.