How to Export Contacts

You can export your prospects or leads as a CSV file for reporting, backup, or use in external tools.

Exporting Prospects

1. Go to Marketing → Audiences.
2. To export specific contacts, select them using the checkboxes in the table. To export all prospects for your selected brands, skip this step.
3. Click the Export button in the toolbar. If you have contacts selected, the button shows the count (for example, "Export (12)"). If nothing is selected, clicking Export exports all prospects.
4. A CSV file downloads to your computer.

Exported prospect fields:

• First name
• Last name
• Email
• Phone
• Date added
• Brand name
• Source (UTM source, if available)

Exporting Leads

1. Go to Sales → Pipeline.
2. Select specific leads using the checkboxes, or leave all unselected to export your full list.
3. Click the Export button in the toolbar.
4. A CSV file downloads to your computer.

Exported lead fields:

• First name
• Last name
• Email
• Phone
• City
• State
• Country
• Company name
• Timeframe to launch
• UTM source
• Created date
• Completed steps
• Lead status
• Brand name
• Assigned agent
• Converted (Yes/No)
• Imported (Yes/No)
• Current brands
• Units owned
• Interested markets

Tips

• Use filters before exporting to narrow your export to a specific subset of contacts, then select all filtered results and export.
• Exported files use CSV format and open in any spreadsheet application (Excel, Google Sheets, Numbers).