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Exporting Lists of Leads

September 20, 2018 19:52
Updated

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:

Administrators
Company Managers
Marketing Managers

Lists are accessed through either of the or toolbars.

Article Contents

Exporting Leads
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Exporting Leads

To export a list of leads, do the following:

In SharpSpring's top toolbar, click
Contacts > Lists.
Locate the list to export.
To the right of the list's name, click
Options > View/Edit Members.
When the list page opens, click
Options > Export Members.
In the top message that appears, click Export Manager.
In the Export Manager, click the exported list.

Click to enlarge.

Note: Alternately, to access the Export Manager, click

Options > Export Manager.

Exported lists will save as .CSV files.

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