| Lead and contact information is vital to your business. You may find yourself wanting to preserve that information. SharpSpring not only provides the tools necessary to manage and track leads in the system, but also allows users to export this data. This article will detail how to export all of your leads and contacts that are currently in SharpSpring.
|
Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | ✓ | ||||
| CRM PRO | ✓ | ||||
| CRM Free | ✓ | ||||
| Toolbar: | |||||
  |
|||||
| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | ✓ | ||||
| Salespersons | |||||
| Jr. Salespersons | |||||
Exporting Information and Accessing Exports
To export all leads or contacts in SharpSpring, do the following:
|
|
Options > Export Leads. 
Exporting leads and contacts will not remove or otherwise break their information within SharpSpring. When exporting all leads and contacts, SharpSpring leaves the data as-is when exporting to a .CSV or .PDF file. In addition, exported information should not end up as broken data in the resulting file.