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Export from the table view, so you can filter to exactly the leads you want first.

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Exporting

1

Switch to table view

Export is a table-view action.
2

Filter to what you need

Narrow by lead type, stage, assigned rep, or date. The export honours your filters, so you get that set rather than everything.
3

Export

Download the file.
Filter before exporting. Exporting everything and cutting it down in a spreadsheet afterwards wastes the filtering you already have.

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What you get

Contact details, lead type and source, pipeline and stage, assigned rep, vehicle interest, and the relevant dates. That is enough to reconcile which sources produce leads that actually close, how long leads sit before first contact, and how volume is distributed across your reps.

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Common uses

  • Import to your CRM or DMS — though if your CRM is supported directly, automatic forwarding beats a manual file.
  • Reporting — attribution by source, response times, per-rep volume.
  • Backup — a periodic snapshot of your lead records.
If you are exporting weekly to get leads into your CRM, set up a direct integration instead. ADF, DP360, Revvable, and Lightspeed are all supported.