Contacts
Exporting contacts
Download the pipeline as a CSV for your CRM or mailing tool.
Export CSV at the top right of the All Contacts table downloads the current list.
What is included
One row per contact: name, primary phone, other phones, emails, signal, touch, stage, action, source, auto-contact, created, updated, and the number of communications. Message content is not included.
Filtered exports
The export respects the tab you are on (Signal, Touch, or Stage) and any filter you have set. To export only hot leads, open the Signal tab, filter to Hot, then export.