How to download
Steps
- 1Open a lead list (recent searches or an automation detail view).
- 2Choose "Excel (.xlsx)" or "CSV (.csv)" from the export menu.
- 3The file is saved to your browser downloads folder.
Which format when?
- Excel (.xlsx): to open, filter and share with your team.
- CSV (.csv): to import into a CRM, email tool or call-centre software.
Import checklist
- Open CSV files with UTF-8 encoding so accented characters render correctly.
- Mark the phone column as text, otherwise leading zeros are dropped.
- Use phone or website as the unique key to avoid duplicates in your CRM.