You can export leads to CSV, Excel or PDF from the Dashboard. Select the leads you want, click Export, and pick a format. The file downloads straight to your computer.
Export leads to CSV in 4 steps
- Open the Dashboard. If you only want certain leads, narrow the list with search and filters first.
- Tick the checkbox next to each lead, or tick the box in the header row to select every lead on the page.
- Click the Export button that appears at the top. It shows how many leads you picked.
- Choose Export CSV, Export Excel or Export PDF.
The file is named leads.csv, leads.xlsx or leads.pdf. CSV and Excel open in any spreadsheet app, and you can import the CSV into most other CRMs.
What the export includes
Each row has the RQP ID, Status, Contact Name, Email, Phone, Market, Address, Create Date, Active Rep and Total SqFt. Notes, product prices and roof outlines aren't included.
Exporting more than one page
Export works on the selected leads on the current page. To export a longer list, set the page size to Show 50 items at the bottom, export that page, then go to the next page and repeat. There's no scheduled or automatic export.
Planning to cancel? Export your leads before your plan ends, because the Dashboard locks once the subscription stops. See canceling your subscription.