How to Export Leads to CSV file?

Modified on Thu, 6 Feb at 7:41 PM

CSV stands for Comma Separated Values. CSV file format stores data in table format such as database or spreadsheet. Files from Leads App, and other CRM Apps can be exported to a CSV format file.

Initially, if you wanted to export data from Apptivo Leads app, you have to either send them to your inbox and then manage them manually. Now you have the option of exporting your leads to a CSV file with a few mouse clicks.

Two Reasons Why Exporting Leads to CSV file is Important

Serves as a backup for leads

Even if there is an outage in your in-house email server, all you need to do is download the leads data into a spreadsheet. This will ensure that you do not miss out on any opportunity.

Re-target your leads on social media channels such as Facebook

Consider you are running a special marketing promotion for your regular customers and the ones who have registered on your website. To ensure that all these people have every opportunity to avail of this special promotions, you can display them on Facebook Ads.

Previously, if you wanted to get in touch with your subscribers or customers on the social channels such as Facebook, you need to compile the leads' data manually. Now all that you have to do is export these to a CSV file and then upload them to your Facebook Ads page. This makes re-targeting your existing subscribers easier as well as simpler.

CSV export settings also allow you to customize the information you want to appear on CSV files you export from Leads App.

It's a fact that you can export the data to CSV file from Leads app when you have found a few good leads. However, to reap the benefits of exporting your data you need to take the necessary steps immediately after the export.

Lets take a brisk walk through the simple steps of exporting Leads to CSV file

Steps to Export Leads to CSV File

Log in and access Leads App from your universal navigation menu bar.
Select "Lists" drop down. Click on "Show All" from left navigation panel.
Select leads you would like to export.
If you want to export the leads with current viewing fields, click on "Bulk Actions" -> "Export" -> ".csv" -> "Current View".
You can view the result as shown in the image below:
If you want to export the leads with all fields, click on "Bulk Actions" -> "Export" -> ".csv" -> "All fields".
You can view the result as shown in the image below: