LeadsStep-by-step guide
Import or export leads as CSV
Bring contacts into the workspace or download a filtered list.
Manage leads to import; view leads for the available export action.
Here’s how to do it
Open Leads and choose Import CSV if you have management access.
Choose a CSV under 2 MB with up to 500 leads. Include a Name or Full Name header; optional columns include Username, Email, Phone, Company, Temperature, Status and Notes.
Read the import result, including the number created and any duplicates skipped.
For export, set the search, stage and temperature filters you want first.
Select Export CSV to download the leads matching those filters, across the filtered list rather than only the visible page.
What happens next
Your import result is confirmed or the filtered contact list is downloaded.
Good to know
CSV files contain personal contact data. Share exports only with people who should have that information.
If something isn’t working
- Correct format or validation errors before retrying. Check the imported list first so you do not import the same contacts again unnecessarily.