Export leads to CSV
Share or analyze your pipeline data outside the platform.
Steps
- In Leads, select specific records with the checkboxes—or leave all unchecked to export the filtered view.
- Click Export (arrow-down icon) in the header.
- The system generates a
.csv
and downloads it automatically.
Columns included
| Column | Description | | ------ | ----------- | | Name | Lead name | | Company | Company name | | Email | Primary email | | Phone | Primary phone | | Type | Company / Individual, etc. | | Source | Acquisition channel | | Status | Pipeline stage | | Value | Potential deal size | | Address / City / … | Location fields | | Website | Company site | | Notes | Internal notes | | Created Date | Date added |
Tip
Apply filters before exporting to narrow the dataset.