Leads
Export Leads
Leads
Export Leads
Export lead data for external use and analysis
Purpose
Export Leads allows you to download lead data from AI Chat Assist for external use, reporting, or backup purposes.
When to Export
- Sharing with Sales Teams: Provide lead lists to your sales representatives
- External Reporting: Create custom reports in spreadsheet software
- Data Backups: Keep secure copies of your lead database
- Compliance Needs: Fulfill data access requests
- Integration: Prepare data for import into other systems
Export Options
File Formats
- CSV (Comma-Separated Values)
- Compatible with Excel, Google Sheets, etc.
- Lightweight and widely supported
- Preserves special characters
Data Selection
- Full Export: All leads and fields
- Filtered Export: Only selected leads/fields
- Custom Selection: Choose specific fields to include
Scheduling
- One-time export
- Recurring exports (daily/weekly/monthly)
- Automatic delivery via email
How to Export Leads
Basic Export
- Navigate to the Leads section
- Apply any desired filters
- Click “Export”
- Choose export options
- Download the file
Advanced Export
- Select “Custom Export”
- Choose fields to include
- Set date range
- Select output format
- Configure delivery method
Data Included in Exports
Standard Fields
- Contact Information
- Lead Source
- Creation Date
- Last Activity
- Status
- Tags
- Custom Fields
Optional Data
- Interaction History
- Conversion Data
- Lead Score
- Campaign Information
Best Practices
Data Security
- Password Protection: Secure sensitive exports
- Access Control: Limit who can export data
- Secure Sharing: Use secure file transfer methods
- Data Retention: Delete exports after use
File Management
- Use clear, descriptive filenames
- Include date in filenames
- Organize exports in folders
- Maintain version history
Common Use Cases
Sales Enablement
- Export hot leads for follow-up
- Create call lists
- Prepare for sales meetings
Marketing Analysis
- Analyze lead sources
- Track campaign performance
- Measure conversion rates
System Migration
- Backup before major changes
- Prepare for CRM migration
- Consolidate data from multiple sources
Troubleshooting
Common Issues
- Large Exports: Split into smaller files
- Formatting Problems: Check field delimiters
- Missing Data: Verify field selections
- Failed Exports: Check file size limits
Getting Help
- Check our knowledge base
- Contact support for large exports
- Request custom export options