How do I export my CRM People list to a spreadsheet?
Steps to export my CRM People list to a spreadsheet.
The CRM has a one-click CSV export on People, Companies, Deals, and Appointments. Open the section you want to export, click Export, and a CSV downloads.
Whatever filter or search you have active when you click Export is what gets exported — so you can refine the list first and only download the contacts you care about.
How to export People
- Open CRM → People.
- Apply any filter or search you want (or leave it open to export everything).
- Click the Export button (download icon) at the top-right of the table.
- A CSV downloads to your browser's default download folder.
The same pattern works on Companies, Deals, and Appointments. Each section exports its own fields.
Columns in the People export
| Column | Contents |
|---|---|
| Name | Full name |
| Title | Job title (if set) |
| Primary Email | First email on the record |
| All Emails | Comma-separated list of every email |
| Primary Phone | First phone |
| All Phones | Comma-separated list of every phone |
| Tags | Comma-separated tag list |
| Linked Companies | Companies the contact is linked to |
| Linked Deals | Deals the contact is linked to |
| LinkedIn URL | |
| Twitter / Facebook / Instagram | Social URLs |
| Address | Full address |
| Created At / Updated At | Timestamps |
Using the export with a campaign
To use the exported People list as a campaign lead source:
- Export from CRM → People as above.
- Open Cold Email Agent → New Campaign.
- Pick lead source Upload Your Own.
- Upload the file. The Cold Email Agent maps the standard columns automatically.
Duplicates are skipped workspace-wide — a contact already in another campaign won't be re-added.
Export honours filters
If you've filtered by tag, stage, or search term, the export only includes what's visible. To export everything, clear the filters first.