The Export Utility allows you to export all Leads (or specific Leads using the column filters) within a selected date range and export them to an Excel or CSV file.

How to export leads:

  • Select the lead type you would like to export leads for.

  • Select the date range you would like to export and click the Search button.

  • If there are any filters you would like to use, you'll want to use the column filters to display only the leads needed. In the example above we selected to only export valid leads.

  • Next, click on the Data Export button in the top menu. This will provide you with three options for your export, Excel, CSV, and Schedule Export. For Excel and CSV files, you'll simply name the file and click Save in the popup window. For more information on Schedule Exports click here.


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