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Export Leads in Funnel

Export a .csv file of your Funnel leads

Written by Support

The leads you have listed in Funnel can be exported as a .csv file for your records. The export will include only the leads that are currently displayed on your screen, depending on the filters used.

To export the leads, navigate to the Funnel home page and click the "Export Leads" link on the top right side of your list of leads.

In the window that pops up, select if you'd like to remove or include the columns with no data (all zero values), and then click Download.

The downloaded .csv file will include:

  • Client

  • Opportunity

  • Sales Stage

  • Close

  • Rep

  • Next Task Due

  • Heat

  • Last Reply

  • Total


We hope that helps! Feel free to reach out to Support chat with any questions!

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