Exporting Clients and Leads as CSV

Need to export a client list (or just leads, prospects, etc)?  Let’s get started!

Method #1 Exporting All Clients

  1. Go to your My Clients page
  2. Click CSV Export
  3. This will export ALL the clients profile data to a cvs file that downloads to your computer. The CSV file can be opened by excel and many other software.

It looks like this:

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Method #2 Exporting A Filtered List (for example: just leads):

  1. Go to your My Clients page
  2. Use Quick Filter to choose what you want to Export ( like LEADS)
  3. Click CSV Export
  4. This will export ALL the leads profile data to a cvs file that downloads to your computer.
  5. Note: The excel file that exports will always be called My_Clients_DateXXX even if you filter for Leads only, so just change the filename so you know who they are.  The CSV file can be opened by excel and many other software.

It looks like this:

 

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