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Exporting Leads

You can learn how to export your leads in this tutorial.

How To Export Your Leads

Objective

This is a step-by-step guide to exporting filtered lead data to your CRM or saving it as a CSV file for further use.

Step 1: Select Records

  • Filter and review the list of leads.

  • Use the select button to choose specific records displayed on the page. If you want to select all available records, choose the select all option.

Step 2: Choose Email Preferences

  • Access the email drop-down menu to specify how many emails to export per company.

  • Select your desired number of emails (e.g., 1, 2, or more) based on the accounts you have selected.

Step 3: Send Data to CRM

  • After selecting your records and email preferences, locate the Send to CRM option.

  • Click on it to view the integrated CRM options (e.g., Go High Level, Keep, or others connected via Zapier).

  • Choose your CRM and proceed to send the selected records directly to it.

Step 4: Export to CSV File

  • If you prefer to save the data, look for the Export to CSV option.

  • Select this option to generate a CSV file containing all the selected records' details (including emails, addresses, phone numbers, etc.).

Step 5: Utilize CSV Data

  • Once the CSV file is created, you can use the data for various purposes:

  • Upload the CSV to platforms like Facebook for creating custom audiences.

  • Import the data into other applications as needed.

Step 6: Confirmation

Confirm that the records have been successfully exported to your CRM or saved as a CSV file by checking the respective destination.