Export Contacts
Exports follow the contacts and filters available to your account. Filter first when you need a specific segment rather than the full database.
Where to find it: Admin → Pipeline → Contacts
What to do
- Apply the stage, tag, assignment, list, or status filters you need.
- Review the visible result count.
- Choose Export and download the file.
- Store the file securely and delete working copies when they are no longer needed.
Good to know
- Exports contain personal information and should not be shared through unsecured channels.
- A team member may export fewer contacts because of lead visibility.
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