Exporting leads
Export your leads as a CSV file to use in spreadsheets or share with your team.
When you’d use this
Section titled “When you’d use this”Export leads when you need to analyze your data outside of CyberMark, share a lead report with someone who doesn’t have access, or keep a local copy of your records.
How to export
Section titled “How to export”- Go to the Leads page.
- Apply any filters you need (optional).
- Click the Export button above the leads list.
- A CSV file downloads to your computer.
Export respects your filters
Section titled “Export respects your filters”The export includes only the leads that match your current filters. If you’ve filtered to a specific date range, lead type, or location, the CSV will contain only those filtered results.
To export all leads, clear your filters before exporting.
What’s included in the export
Section titled “What’s included in the export”The CSV file contains one row per lead with the following columns:
- Date
- Lead type (call, form, or chat)
- Source
- Medium
- Campaign
- Contact name
- Phone number
- Email address
- Status