Export leads to Excel

You can download your leads as an Excel (.xlsx) workbook, for reporting or to import into another system.

What you can export

• On View My Leads, the export contains the leads you own.
• On View All Leads (admins), the export contains every lead in the organisation.

Steps

1. Open View My Leads or View All Leads.
2. Optional: click Filter, choose the leads you want and click Apply. The export includes only the filtered leads.
3. Click Export at the top of the page.

The file downloads straight away. It’s called my_leads.xlsx or organisation_leads.xlsx. When filters are on, a short description of them is added to the name, so you can tell exports apart.

What’s in the workbook

Sheet	Contents
Export Summary	When the export was made, which filters were applied, and how many rows each sheet has
Leads	One row per lead
Deals	Deals on those leads
Line Items	The line items on those deals
Activities	Logged calls, emails, meetings and notes
Open Tasks	Tasks that aren’t finished yet
Notes	Notes on those leads

Related

• View and filter your leads
• Edit, download or delete a lead
• Set up a Zapier automation