Exporting leads

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In this guide, we will discuss the different ways you can export your leads:

  • All at once
  • By campaign
  • Based on a filter

 

Exporting all your leads

To export all your leads and all the custom fields, navigate to the Leads tab in your Saleswhale app and select the "Export All Leads" button.

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A pop-up will show, notifying you that a CSV file will be generated and emailed to you. Select the "Export Now" button to confirm.

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Exporting leads by campaign

To export your leads by campaign, navigate to the Campaigns tab in your Saleswhale app and select a specific campaign.

Once you are inside your campaign, select the "Export Leads" button.

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A pop-up will show, notifying you that a CSV file will be generated and emailed to you. Select the "Export Now" button to confirm.

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Exporting leads based on a Filter 

From a filtered list of leads, you can select All, None, or This page (i.e. only the leads on the current page) leads. Define the leads you want to re-engage.

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Select  "More Actions" to toggle the drop-down menu; choose "Export Select Leads" to begin the export.

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