Exporting leads is a feature controlled by your Site Admin. To use this feature, contact your Site Admin about having your Lead Manager Permissions allow for this.
The Lead Manager exports leads into a CSV file. This stores the lead's information in a structured table format which is great for use with Excel or Numbers. Your exported file will contain your leads contact information, source, notes, number of saved searches, last communication date and more. It will not contain the comprehensive list of activities the lead performed on your site.
How to Export
After your permissions are set, you will see this button at the top right of your lead's screen:
To export your leads follow these steps:
- Go to your “Leads” tab.
- Check the box(es) on the right-hand side of the lead's information on the lead's list page.
- Click on the CSV button
- A popup will appear. You will be able to choose whether you want the leads whose boxes you checked, "Currently Checked", or an advanced search you made, "In Current Search".
- Click "Next" and confirm that you have selected the option you wanted and click "Ok" when it says, "Lead exports can take a while to generate".
- Check your email and click the link to download the file and see your exported leads.
Need more assistance? Contact Support.