Download your leads
Save your leads as a CSV file that opens in Excel or Google Sheets.
Owners and admins can download leads as a CSV file to keep a copy, share a list with your accountant, or work on it in Excel.
Steps
- Step 1: Go to Leads.
- Step 2: Choose the view, search and filters you want. The file has exactly the leads that match, in the same order.
- Step 3: Tap Import / Export (on a phone, the download icon at the top).
- Step 4: Tap Download these leads (CSV). The file is saved with today's date in its name.
Download only some leads
Tick the leads you want in the list (on a phone, tap Select first), then choose Export selected in the bar above the table. The file has only the ticked leads, with the same columns as a full download.
What is in the file
One row per lead, with these columns: Name, Phone, Email, Company, City, Requirement, Stage, Lost reason, Source, Source detail, Owner, Value (₹), Tags, Next follow-up, Follow-up note, Follow-up type, Last contacted and Created. Your own fields come after these.
It does not include the timeline (calls, notes and WhatsApp messages) or files. Indian phone numbers are written like 98450 22109, so Excel shows them correctly. You can bring the same file back in with Bring in leads from Excel.
Who can download
Only owners and admins can download leads. Members see Only owners and admins can download leads in the Import / Export menu instead; they can still import from Excel.
One file holds up to 20,000 leads. If more match, the last line of the file says Only the first 20,000 leads are included. Use filters to download the rest in smaller parts.
Last checked 4 November 2026