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Export Leads

The Export Leads feature allows you to download your lead data from the system in a structured file format (CSV). This is useful for reporting, backups, data migration, and sharing information with external tools or teams.

Overview

With Export Leads, you can:

  • Download all leads or filtered data
  • Create backups of your CRM data
  • Analyze leads in external tools (e.g., Excel, Google Sheets)
  • Share lead data with stakeholders

Exports are generated in CSV format, ensuring compatibility with most systems.

To access the export feature:

  1. Go to Leads
  2. Click the + (Plus icon) next to the Create Lead button
  3. Select Export
  4. You will be redirected to:
    Settings → Data Management → Exports

Export Options

Depending on system configuration, you may have the following options:

3.1 Export All Leads

  • Downloads all lead records in the system

3.2 Export Filtered Leads

  • Export only selected leads based on filters such as:
    • Status
    • Lead Source
    • Owner
    • Date range

Export Process

Step 1: Open Export Section

  • Navigate to Exports under Data Management

Step 2: Select Data Type

  • Choose Leads as the export category

Step 3: Apply Filters (Optional)

  • Narrow down the data if needed

Step 4: Click Export

  • Start the export process

System Behavior

  • Export runs in the background
  • A file is generated in CSV format
  • Processing time depends on data size

Notification

After initiating export, you may see:

  • Notification Message:
    • “Export started. Your file will be available shortly.”

Once ready:

  • A download link may appear
    or
  • File may be available in the Exports section

Download Export File

  • Go to Settings → Data Management → Exports
  • Locate your generated file
  • Click Download

Exported Data Fields

The exported CSV may include:

  • First Name
  • Last Name
  • Email
  • Phone
  • Company Name
  • Website
  • Status
  • Currency
  • Lead Value
  • Lead Source
  • Last Interaction Date
  • Lead Owner
  • Country
  • State
  • City
  • Zip Code
  • Description
  • Custom Fields (if configured)

Use Cases

  • Backup CRM data
  • Share leads with marketing or sales teams
  • Import data into another system
  • Analyze lead performance externally
  • Maintain offline records

Best Practices

  • Export data regularly for backup
  • Use filters to export only relevant data
  • Verify exported data before sharing
  • Protect sensitive information when sharing files
  • Keep exported files secure

Troubleshooting

Issue: Export file not

  • Wait for processing to complete
  • Refresh the Exports page

Issue: Missing data

  • Check applied filters
  • Ensure all fields are mapped correctly

Issue: File format issues

  • Open CSV in compatible tools like Excel or Google Sheets

Notes

  • Exported data reflects the state at the time of export
  • Any changes made after export will not be included
  • Custom fields are included if configured properly