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.

Tip: To select a range of leads, hold down the shift key on your keyboard, and select the range of leads you would like to export.

How to export leads:

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

  • 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 only to export valid leads.

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

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