Notes:

  • Exporting leads can only be done on Paid plans. You can upgrade here.

  • To export, you must be in List View. You cannot use Card View to export leads.

  • For help exporting your leads from InvestorHub, follow this FAQ article.

Export your records

  1. Open your prospects, leads, or deals page. Then click the checkbox for the individual records you want to export, or click the top checkbox to select all records on the page.

  2. To include more records in your results, click the dropdown for the number of records below your results and change it to a higher number.

  3. Click Manage and select Export. Then click Confirm.

Once your export is complete, you’ll see a notification on the alerts icon.

See your exported lists and history

  1. Click the History tab.

  2. Click the Exports tab.

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