Export all your leads on a single file or customize the information that the CSV file will include. It is especially important to do so if you are making use of custom fields and you wish to add them on the export CSV.
Export all your Leads
To do a simple export that will include the default information for all your leads, just go to Leads, then click on 'Things You Can Do' and select Export CSV file.
The download will start as soon as you confirm that you wish to continue with the download, as it could take a few seconds. It is important to mention that there is a limit of 5000 records that you can download in a single file.
Important: Make sure you don't have any active filters or saved views before exporting the CSV file.
There are two options when it comes to modifying the information available on the export CSV: filters and list configurations.
Export data based on Filters
Filters are available on the three different view options for Leads: Rolodex, List, and Board. Click on Filters to display the available options. As you select each filter, the information will change in real time.
Once you are done selecting the filters, click on 'Things You Can Do' and select 'Export CSV' file.
The download will start as soon as you confirm that you wish to continue with the download, as it could take a few seconds.
Your CSV file will only include the information available on the view after applying the filters.
Export data based on List Configuration
With this option, you can include or hide columns in the 'List View' and rearrange them, and they will be included in the CSV file. Click on the list icon between 'Save View' and 'Things You Can Do' to display the 'List Configuration'.
Here you can select additional columns for your view and rearrange them by dragging and dropping them on the desired position. Only the selected columns will be included in the CSV file.
It is also possible to combine filters and list configuration, as described above, to further refine the information contained in the CSV export file.
You can always Save your View once you are done applying filters and changing the list configuration to avoid having to go through all this process again in order to Export another CSV file. To learn how to create a Saved view, please visit the following tutorial: