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Exporting Your Lists

Create instant spreadsheets

Nicole avatar
Written by Nicole
Updated over a week ago

Download Filtered Lists as a CSV

You can quickly export the current filtered list using the download option. This is a great way to export information from your leads, jobs or even downloading contacts from your Address Book.

Look for the download icon in the top right of your list. You can download a CSV of only your visible columns or all columns for that list.

Download Leads & Jobs Lists with Client Emails

Leads and Jobs sidebar lists now also include a Client Emails column, so you can export leads and jobs filtered lists which include client emails!

If you'd like to add this as a column to any of your lists, use the settings icon in the top right and addthe visible column Client Emails:

This is a great option if you're looking to export a list of all leads of a certain type, or jobs of a certain type, to then send out a marketing email or holiday message via a service like MailChimp. See more on sending out mass emails here.

Viewing CSV Files

CSV files can open in spreadsheet programs like Apple Numbers, Excel, Google Sheets, etc.

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