Export Contacts and Leads

You can export all of your contacts into a CSV (comma separated values) file to be viewed in Excel or a similar spreadsheet application. This can allow you to view your entire contact set in one flat file.

Needs Company or Location Administrator Role to access this area.

Click your name at the top right corner and choose Account Settings.

Expand Manage Leads/Contacts and select Export Contacts and Leads.

Select what you want to Export.

1. Contacts - All Jobs.
2. Leads - Only current Leads.
   
   3. Include Prospects - Current Leads and Prospects.
   
   

    4. Download your List in .CSV File Format.