Exporting Lists of Leads

Article Contents

• Exporting Leads
• Exporting Exclusions
• Accessing the Export Manager from Lists

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. Click Lists in SharpSpring's left toolbar.
   
   
   
   
2. Locate the list to export and click    Options > View/Edit Members to the right of the list's name.
   
   

   Click to enlarge.

    
3. Click    Options > Export Members.
   
   

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4. Select the fields to include in the export.
5. Click Export.
   
    
6. Click Export Manager in the top message that appears.
   
   

   Click to enlarge.

    
7. Click the exported list to download it to your computer.
   
   
   
   

You can export a list's exclusions. Exported exclusions 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 exclusions, do the following:

1. Click Lists in SharpSpring's left toolbar.
   
   
   
   
2. Locate the list to export and click    Options > View/Edit Members to the right of the list's name.
   
   

   Click to enlarge.

    
3. Click    Options > Export Exclusions.
   
   

   Click to enlarge.

    
4. Select the fields to include in the export.
5. Click Export.
   
   
   
   
6. Click Export Manager in the top message that appears.
   
   

   Click to enlarge.

    
7. Click the exported list to download it to your computer.
   
   
   
   

You can access the Export Manager from any list. 

To export exclusions, do the following:

1. Click Lists in SharpSpring's left toolbar.
   
   
   
   
2. Locate the list to export and click    Options > View/Edit Members to the right of the list's name.
   
   

   Click to enlarge.

    
3. Click    Options > Export Manager.
   
   

   Click to enlarge.

    

Previous exports will display in the Export Manager. You can download them as necessary. 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.