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Overview

Export your lead data to CSV format for use with email marketing platforms, Google Ads conversion tracking, business analytics tools, and more. The CSV export includes comprehensive lead information and calculated metrics to help you analyze and act on your sales pipeline.

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How to Export Leads

1

Navigate to Leads

Go to the Leads page in your flashquotes dashboard.
2

Click Export Button

Click the Export to CSV button in the top toolbar. The button appears next to the filters.
3

Download Your File

Your browser will automatically download a CSV file containing your leads (maximum 1,000 records) with all their associated data.

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What’s Included

The lead export includes comprehensive information about each lead:
  • Lead ID
  • First and Last Name
  • Email Address
  • Phone Number
  • Company Name
  • Source and Campaign tracking
  • Number of quotes sent
  • Conversion status (booked/not booked)
  • Total quoted amount
  • Last quote date
  • Quote view tracking
  • Event date
  • Event type
  • Location information
  • Guest count
  • Service requirements
  • Created date
  • Last updated date
  • Last activity
  • Lead status
  • Assigned team member

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Common Use Cases

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Email Marketing Integration

Upload your lead export to email platforms like Mailchimp, Klaviyo, or HubSpot to:
  • Create targeted campaigns for unconverted leads
  • Send follow-up sequences based on quote status
  • Segment by event type or date range
Use the export to optimize your ad campaigns:
  • Upload converted leads as conversions in Google Ads
  • Create lookalike audiences from booked customers
  • Exclude existing leads from prospecting campaigns

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Business Analytics

Import data into Excel, Google Sheets, or BI tools to:
  • Analyze conversion rates by source
  • Track seasonal trends
  • Measure sales team performance
  • Forecast future bookings

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Export Limits

Exports are limited to 1,000 leads per export to ensure optimal performance. For larger datasets, consider:
  • Filtering by date range before exporting
  • Exporting in batches
  • Using the API for programmatic access (Enterprise plans)

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File Format

The CSV file follows RFC 4180 standards:
  • UTF-8 encoding
  • Comma-separated values
  • Double-quoted text fields
  • Header row with column names
  • Compatible with Excel, Google Sheets, and all major data tools

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Troubleshooting

Ensure you have the appropriate permissions. Lead exports require Admin or Member role access.
If special characters appear incorrectly:
  1. Open Excel first
  2. Use Data → Import from Text/CSV
  3. Select UTF-8 encoding
  4. Choose comma as delimiter
Check your active filters - the export respects all current filters including:
  • Date range
  • Lead status
  • Assigned user
  • Search terms