You can download your leads as a CSV file that opens in any spreadsheet program, such as Excel or Google Sheets. Use it to back up your database, share a list with a teammate, or bring leads into another tool.
All exports start on . The Export Leads button is available on single-agent accounts and to Account Admins, who can export leads for themselves or for any agent on their team.
Export the Leads in a List
Lead Summary exports exactly the leads you are looking at, so narrow the list first, then export.
- On Lead Summary, choose a Work List, or use the filters (Rating, Interest, Contact, Stage and More Filters) to show the leads you want. Click Reset first if you want every lead.
- Click Export Leads at the top right of the page.
- The CSV file downloads to your computer.
Export Selected Leads
- Tick the box next to each lead you want.
- In the bar that appears, click Export.
Export One Agent's Leads
- At the top of Lead Summary, choose the agent in the agent selector, next to the search box. You can also use More Filters and set Agent Assigned.
- Click Export Leads. Only that agent's leads are included.
Tip: To export a list you use often, such as your past clients for a holiday mailing, save it as a Segment first. Then you can open it and export it again in two clicks. See Organize Leads with Dynamic Segments.