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

Method 1

  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".

Method 2

  1. Navigate to the specific campaign you wish to export the data from and click "Metrics"
  2. Refer to the "Import Stats" section of your "Metrics" tab and click on the export icon beside the stat value to initiate the download.


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.