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Find out how to export leads using the lead export option or directly from the lead list.
Step-by-Step: Exporting Leads
Step 1 – Open the lead export tool.
In the leads section on the left-hand side of the interface, select lead export.
Step 2 – Choose export options.
The lead export screen provides three options:
- Lead created (A) – Select the required date range.
- Lead status (B) – Select Leads with a specific status.
- Export to CSV (C) – Downloads a CSV file based on the selected options.
Step 3 – Export the file.
When the options are set, click export to CSV. This starts the export process and downloads the selected leads as a CSV file to the device.
Currently displayed leads are exported, including the selected date range, columns, and any applied filters.
Note: Leads can also be exported directly from the lead list. Click export to CSV in the bottom-right corner of the screen. 