Overview
This feature allows users to export leads from the Lead List screen—either all or filtered subsets—within a specific date range using the Export Utility. Exports can be generated in Excel or CSV formats, or scheduled for automated delivery. Navigate via Leads → Lead List → Data Export.
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.
Best Practices
Apply column filters to narrow exports, making files more manageable and targeted.
Always set an appropriate date range to avoid exporting unnecessary leads.
Use Scheduled Exports for recurring reports or oversight.
Use Shift-Click Selection to efficiently choose large groups of rows.
Troubleshooting
Export includes too many leads → Refine your export with tighter date ranges or more specific column filters.
Unable to select lead range via Shift-Click → Ensure the list view is active and in focus, then retry.
Scheduled export didn't generate → Confirm that schedule settings and delivery options are correctly configured.