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Lead Management › Lead and opportunity apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Export leads

You can export a quote as a JSON file in Lead Management and provide it to a customer.

Before you begin

Role required: sales_agent

About this task

The export lead feature in Lead Management exports a list of all leads. Use the following steps to export leads.

Procedure

  1. In the CSM Configurable Workspace, select the List
Image omitted: list-outline-24.svg
view.

  1. Navigate to Leads > All.

  2. Select the File Type:

    • Excel
    • CVS
    • JSON
    • PDF

    • Select the Delivery Type:

    • Email - Enter a valid email address.

    • Download - Downloads the export to a local drive. The list of leads is exported according to the parameters set.

Parent Topic:Using Lead Management

Related topics

Install and configure Lead Management

Lead Management