Downloading leads from your workspace allows you to analyze data, re-target contacts, or export for use in other tools. This guide covers all methods for exporting your leads.
You can download leads from two main locations: directly from campaigns or through the CRM.
Download from Campaign
The quickest way to export leads is directly from the campaign.
Open the target campaign
Go to the "Leads" tab of the campaign
You can filter leads before downloading when needed
Data Fields: Filter by variables
Lead status: Contacted, Interested, Meeting Booked, Completed, etc.
Lead owner: Filter by lead owner
Lead ESP: Filter by email provider (Gmail, Outlook, etc.)
Lead ESG: Filter leads by SEGs(Secure Email Gateways)
Conditions: Advanced filtering based on campaign activity
Select individual or all leads
The "Download" button appears after selecting leads
Download from CRM
Go to CRM -> Leads section
Click the Filters button
Campaigns: Select the target campaign
List: Select the target list
Click the checkbox to select leads in the target list or campaign
Once leads are selected, the "Row actions" button appears in the top-right corner
Click "Row actions" to open the actions menu
Click "Download selected"
Download from Leads tab
Download from All Leads
The All Leads section lets you download contacts across all campaigns and lists in one place.
Go to the Leads tab
Navigate to the Leads section in the top bar
Click "All Leads"
You can filter leads before downloading when needed
Click the checkbox to select leads
Once leads are selected, the "Row actions" button appears in the top-right corner
Click "Row actions" to open the actions menu
Click "Download selected"
Download from Lists
Go to the Leads tab
Navigate to the Leads section in the top bar
Click "Lists"
Select your target list
Find the list containing leads you want to download
Click the list name to open it
You can filter leads before downloading when needed
Click the checkbox to select leads
Once leads are selected, the "Row actions" button appears in the top-right corner
Click "Row actions" to open the actions menu
Click "Download selected"
Download from Campaigns
Go to the Leads tab
Navigate to the Leads section in the top bar
Click "Campaigns"
Select target campaign:
Find the campaign with leads you want to download
Click the campaign name to view its contacts
You can filter leads before downloading when needed
Click the checkbox to select leads
Once leads are selected, the "Row actions" button appears in the top-right corner
Click "Row actions" to open the actions menu
Click "Download selected"
