Exporting All Leads and Contacts

Exporting Information and Accessing Exports

To export all leads or contacts, do the following:

1. Click Contacts in the left toolbar. Apply any relevant Advanced Search parameters.
2. Click    Options > Export Leads.
   
   

    

3. Click any or all of the available system and custom field checkboxes.
4. Click Export.
   
   

    

5. Click   Options > Export Manager.
   
   

    

6. Click the created report.
   
   

    

Your file will be downloaded from the Export Manager.

Exporting leads and contacts will not remove or otherwise break their information within Lead Gen & CRM. When exporting all leads and contacts, Lead Gen & CRM leaves the data as-is when exporting to a .CSV file. In addition, exported information should not end up as broken data in the resulting file.

Note: Field selection includes all system fields and those custom fields that are available in the Contact Manager.

Important: Every time you export leads and contacts, the exported file will include Lead Gen & CRM 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 Lead Gen & CRM IDs and email addresses.

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