How to Export Your Leads to Excel

Owned by Jordan Miller
Jul 13, 2023
2 min read

If you would like to do additional analysis on your leads, you can export them to a CSV (comma-separated values) file. This is a common table format that can be used with a spreadsheet program like Microsoft Excel or Google Sheets. Your exported report will include all records that are shown, using the applied Time filter. The Search filter is not applied for exported leads.

To Export Your Leads

  1. Select the timeframe you want to export using the Filter button in the upper left corner of the table.

  1. In the upper right corner, click the three vertical dots to the right of the Search box and select Export.

  1. The CSV file will be downloaded to your local computer. Open the file using Excel or other spreadsheet program.