Exporting Leads to .csv

You can export all your leads in 2 clicks from Follow Up Boss, you can use this if you wish to import all your leads into a dialer program or email software. Or you can also export just a select group of leads. 

Note: Only the account owner may export leads.

Exporting a select group of leads or smart list



Exporting all leads


Step 1: Choose All People, then select this checkbox to select all leads on this page:

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Step 2: Select all leads on the account:

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Step 3: Open in Microsoft Excel or Open Office to view your leads.