There will come a time when you need to export a list of leads. This article will detail how to export a list of leads as a .CSV file.
The following user roles can export a list:
- Company Managers
- Marketing Managers
Lists are accessed through either of the or toolbars.
To export a list of leads, do the following:
Note: Alternately, to access the Export Manager, click
Options > Export Manager.
Exported lists will save as .CSV files.