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Lead Edit: Exporting Leads in Bulk

First, navigate to the View Leads page.

Select the leads you want to export. Selecting a lead is done by clicking the check box in the Selection Column. The Selection Column appears at the left side of the View Leads page.

With the desired leads selected, click the Lead Control Arrow which appears at the top of the Selection Column. Clicking here will reveal the Lead Control Menu menu.

Click Export Leads.

The selected leads will be exported into a .csv (comma separated values) file. This csv file will be given a name automatically. You will be

prompted to open or save the .csv file. Click save.

Your leads have now been exported to a csv file which can be opened in Microsoft Excel.

Advanced Clients may find this article helpful:

How To Basics: How To Report When A Lead Is Exported To .CSV File

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