How do I export my leads from the Leads Tab?

How do I export my leads from the Leads Tab?

📥 How to Export Your Leads

Need to move your data? It’s incredibly simple to export your captured leads from the Leads Tab into a spreadsheet. Here’s how:

  1. Navigate to Leads: Click the Leads tab on the left-hand menu of your SocialBAY dashboard. 📁

  2. Export Your Data: Click the Export Leads button in the top-right corner. ↗️

  3. Select Format: Choose Spreadsheet (CSV) from the dropdown menu. 📊

Your file will begin downloading immediately, ready for use in Excel, Google Sheets, or your favorite CRM!

💡 Pro-Tip: Automate Your Workflow

While exporting a CSV is a great way to manually move data, there’s an even faster way to stay organized! ⚡

If your CRM supports receiving leads via email, we highly recommend setting up an automated sync. This ensures your leads hit your database the moment they are captured—no manual exporting required! Learn more here!

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