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Exporting Lists of Leads

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Forest Myers
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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.


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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.

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