Articles on: Sales CRM

How to download leads data in CSV/Excel?

You can download the leads data in a CSV/Excel format in two ways:


  1. Download **all leads across all pipelines **at once
  2. Download all leads in a specific pipeline


To download all leads at once, go to Sales CRM > All Leads > Download CSV:



To download leads from a specific pipeline, go to Sales CRM > All Pipelines > **Click "View Leads" **to view leads of a specific pipeline:


Then on the pipeline dashboard, click "Download CSV" to download all leads of that pipeline:




That's it!


In case you still have any questions or need any help, please feel free to reach out to us at care@refrens.com OR drop a message on chat support for quicker assistance!






Updated on: 25/12/2025

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