This article will encompass the different methods that you can utilize to export/download your Campaign and Prospect Data.

Exporting a List of Prospects By Lead Stage

  1. Click PropStack ->Filters -> Lead Stages 
  2. Select the filters you wish to apply. Once this is finalized, click "Apply".
  3. Select the specific prospect(s) you wish to export, followed by Take Action ->Export as CSV



Exporting a List of Prospects By Campaign

  1. Navigate to the specific campaign you wish to export the data from and click "Prospect & Messages".
  2. Select the specific Lead Stage you intend to export. After the selection is finalized, click "Export".


Lead Sherpa Tip: If you're attempting to export information pertaining to a single prospect, you can search for this prospect via PropStack -> Search.




For additional information pertaining to the topic, please refer to the video below.