Export CRM Contacts and Leads

Export CRM Contacts and Leads

You may need to export contacts or leads from your CRM for a variety of reasons. This guide will show you how to quickly download a CSV file of your data.

Export Contacts or Leads

  1. From the Leads Inbox or Contacts table, click the vertical ellipsis icon on the top-right corner.

  2. Select Export from the drop-down menu.

    From the Leads Inbox
    From the Contacts table
    Screen_Shot_2022-04-12_at_4.09.39_PM.png

  3. Choose the data you want to export. You can select specific fields or click the Select All checkbox to export all data in the table.
    Screen_Shot_2020-07-01_at_12.04.05_PM.png

  4. Click Submit.

  5. On the next prompt, click Download Export File. A CSV file will download to your computer.

Note: The download may take a few moments to process, depending on the size of your list. If the CSV file is blank when you open it, wait a few minutes and try again.

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