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Export Leads From Your CRM to a Spreadsheet

Exporting Leads in the Real Geeks Lead Manager allows you to download your contacts into a CSV file for reporting, backups, or transferring data to another system. Because lead data is sensitive, this feature is controlled by your Site Owner or Admin. If you need access, your permissions must be enabled before the export option appears.

Your exported file is delivered in CSV format, which opens in Excel, Numbers, and most spreadsheet programs. The file organizes your data into structured columns for easy sorting and analysis.

How to Export Leads

Once permissions are enabled:

  1. Go to the Leads tab.

  2. Apply Advanced Filters or select specific leads using the checkboxes.

  3. Click the Export button in the top right, then select CSV

    export-leads-button

  4. Follow the prompted steps to select the leads you want to export, then confirm the export

    export-leads-confirmation

An email will be sent to you within a few minutes with a link to download the file of leads.

Don't see the Export button? An admin must provide you with the permission to export leads in the CRM.

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What’s Included in the Export

Your export may include:

  • Lead contact information

  • Lead source

  • Important Notes

  • Number of saved searches

  • Last communication date

  • Additional lead detail fields

The export does not include a comprehensive activity history of every action the lead performed on your website.

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Filtering Your Export

Before exporting, you can choose which leads to include. There are two ways to filter your list:

  • Use Advanced Filters to create a targeted search

  • Manually check the boxes next to specific leads in the Leads List

If no filters are applied, clicking the CSV button will export your entire database.

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Setting Export Permissions (Site Admin Only)

If you are a Site Owner or Admin and want to allow an agent to export leads:

  1. In the Lead Manager: Go to Users > Users List

  2. Select the agent.

  3. Scroll to Permissions.

    crm-permissions

  4. Enable Export Leads.

Once enabled, the agent will see the Export button in their Leads List view.

export-leads-buttonExporting leads gives you flexibility while keeping your database secure and permission-based. When used thoughtfully, it’s a powerful way to analyze performance, maintain backups, and support your business operations.

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Need Help?

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