| 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.
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Available with: | ||||
| Marketing Automation | ✓ | ||||
| CRM Ultimate | ✓ | ||||
| CRM PRO | ✓ | ||||
| CRM Free | ✓ | ||||
| Toolbar: | |||||
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| Users: | |||||
| Administrators | ✓ | ||||
| Company Managers | ✓ | ||||
| Marketing Managers | ✓ | ||||
| Sales Managers | ✓ | ||||
| Salespersons | |||||
| Jr. Salespersons | |||||
Exporting Information and Accessing Exports
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To export all leads or contacts in SharpSpring, do the following:
Exporting leads and contacts will not remove or otherwise break their information within SharpSpring. |
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Note: Field selection includes all system fields and those custom fields that are available in the Contact Manager.
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Important: Every time you export leads and contacts, the exported file will include SharpSpring IDs and email addresses. If you unselect every field and export the file, the only information that will appear in the export will be those SharpSpring IDs and email addresses.
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Options > Export Leads.