SharpSpring lead and contact information is vital to your business and you may find yourself wanting to back all of that information up. SharpSpring not only provides the tools necessary to manage and track leads in the system, but we also allow our users to export this data -- unlike some marketing automation platforms. In this tutorial, you'll learn how to export all of your leads and contacts that are currently in SharpSpring.
The following User Roles have access to export all leads:
- Sales Manager
- Marketing Manager
Follow these steps to export all of leads or contacts in SharpSpring. Check out our help article on Exporting a List of Leads if you are interested in exporting a list of your leads and not every lead in the system.
Step One: On the toolbar, hover over Contacts, then on the drop-down, click Contact Manager.
Step Two: On the far right, click Options, then on the drop-down select Export Leads.
Step Three: When the page refreshes there will be a link to the Export Manager. Click this link to view your newly exported CSV which will contain all of your leads.
Step Four: While the list is being created, at the top of the page, the following message displays. Within the message click Export Manager to download your file.