If you are an account admin, you can export leads for yourself or your team members. To export leads, complete the steps below.
1. Login as yourself.
2. Go to Leads > Lead Summary, then follow one of the sections, below.
To Export All Leads
To export all leads, click the "Export Leads" button at the top of the page. This will automatically download a comma separated values (CSV) file that cam be opened in any spreadsheet or word processing application.
To Export Leads for an Agent
- To export only the leads assigned to a specific agent, click the Advanced Search option at the top of the Lead Summary page.
- On the Advanced Search panel, scroll to the bottom of the page and select the Assigned Agent in the Assigned Users section, then click the green Apply Filter button. This will locate all leads assigned to that agent. (Note: you can select more than one agent.)
- Finally, click the "Export Leads" button at the top of the screen. This will download only the leads assigned to the agent selected in step 2.