All help topicsCustomers & Leads

How do I get my customer list out as a spreadsheet?

You export it from the Sales Tools tab. In the left menu, under the Customers heading, click Sales Tools.

The export downloads your leads as a spreadsheet file — one row per person. Each row has their name, contact info, status, and any notes you wrote.

Open the file in any spreadsheet program. It's good for a mailing list, for handing to your accountant, or keeping your own copy.

Your list is yours. You can take it out anytime you want.

Why this matters

The people who contacted you are worth money for years. Having your own copy means you never lose that list, no matter what.

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