Export leads to CSV

Share or analyze your pipeline data outside the platform.

Steps

  1. In Leads, select specific records with the checkboxes—or leave all unchecked to export the filtered view.
  2. Click Export (arrow-down icon) in the header.
  3. 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.

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