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.
Method 1: 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
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
You cannot filter by custom columns or custom variables in the campaign view. Use the CRM method for custom field filtering.
Method 2: Download from CRM
Download from All Leads
The All Leads section in the CRM lets you download contacts across all campaigns and lists in one place.
Go to CRM
Click "All Leads"
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 a List
You can download all leads from a specific list you've created in the CRM.
Go to CRM
Click the "Lists" section
Select your target list
Find the list containing leads you want to download
Click the list name to open it
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 Campaign via CRM
Access and download campaign leads through the CRM interface with advanced filtering options.
Go to CRM
Click the "Campaigns" section
Select target campaign:
Find the campaign with leads you want to download
Click the campaign name to view its contacts
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"
