Export Leads

Last Updated: Jan 03, 2017 02:55PM PST

You can export a .csv (Comma Separated Values) file of your leads by clicking on Leads in the main menu, and Export in the submenu.

export navigation

To export leads, click Create from the Exports drop-down menu. On this screen, you will see a list of fields you can use to set up your export file. First, select the fields you would like to include in your export from the Available Fields selectable list.

Then, in the Export Refinement section, use the options here to determine which leads will be included in the export. When you are ready, click the Export button and you will be prompted to download and save your file. You can then open up the file in a spreadsheet program like Excel.

Export leads

If you are a Platinum client, you can also save these export settings. Discover how to save these exports in this article.

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