Articles in this section

See more

Exporting Lists of Leads

Avatar
Forest Myers
  • Updated
Follow
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.


Article Contents

     Available with:    
  Marketing Automation ✓  
  CRM Ultimate    
  CRM PRO    
  CRM Free    
        
  Toolbar:    
NavMarketing.png    NavSales.png
       
  Users:    
  Administrators ✓  
  Company Managers ✓  
  Marketing Managers ✓  
  Sales Managers    
  Salespersons    
  Jr. Salespersons    
 


Exporting Leads

Exported lists of leads will save as .CSV files. Saved .CSV files will download to your Internet browser's default download folder. Refer to your browser's help documentation for more information on how to access downloaded files.

To export a list of leads, do the following:

  1. In SharpSpring's top toolbar, click
    Contacts > Lists.
  2. Locate the list to export.
  3. To the right of the list's name, click
    cog.png  Options > View/Edit Members.
  4. When the list page opens, click
    cog.png  Options > Export Members.
  5. Select the fields to include in the export.
  6. Click Export.
  7. In the top message that appears, click
    Export Manager.
  8. Click the exported list.
  9. Open the downloaded export list.
  


Click to enlarge.
Note: Alternately, to access the Export Manager, click
cog.png  Options > Export Manager.

Related articles

×

Why was this help article not helpful?

Still didn't find what you are looking for?