How to export my lead list to Excel or CRM?

If you need to export your lead list from Edenreach to Excel or a CRM, this guide will take you through the simple steps to do so. Whether you want to export a specific subset of leads or all leads within a folder, follow these steps to achieve efficient data transfer.

Step 1: Select Your Leads

• Begin by selecting the leads you wish to export. If you do not select any specific leads, Edenreach will default to exporting all leads within the current folder. This option allows for flexibility depending on whether you need to export a targeted group or all available data.

Step 2: Initiate the Export

• Click on the ‘Export’ button located typically at the top of the page or near the list of your leads. This will open a popup that facilitates the export process.

Step 3: Choose Fields for Export

• In the export popup, you’ll see a checklist of fields associated with your leads, such as name, email, company, position, etc. Select the fields that are pertinent to your needs. Carefully choosing the right fields ensures that your exported file contains all the necessary information required for further analysis or integration into your CRM system.

Step 4: Complete the Export

• After selecting the desired fields, click on the ‘Export’ button within the popup. Your leads will be processed and downloaded in Excel format, or sent directly to your CRM if you have set up CRM integration via Zapier.