How To Export Leads From Opportunity Boards

Export data from pipelines as CSV files, filter by stage, create lists for specific stages.

Step 1. Go to Opportunities

Navigate to the "Opportunities" section.

Step 2. Open Pipeline

Select the pipeline you want to export data from.

Step 3. Click Export

Find the three dots and click "Export."

Step 4. Download CSV

The CSV file will be downloaded to your device.

Step 5. Filter by Stage

Review the CSV, filtering out unwanted stages.

Step 6. Create Lists

Use the filtered data to create lists for specific pipeline stages.