Exporting a list
When exporting a list, you can download the CSV file either via email or the Notification icon on the top-right corner. Depending on the list-type, here are the types of exports you can do within a list:
People lists | Organization lists | Opportunity lists | |
Export this view as CSV | X | X | X |
Export all notes in view | X | X | X |
Export all people in view | X | X | X |
Export all introductions in view | X | X |
Note: If your team is on the Enterprise Billing Tier, only the List Owner and List Admins will be able to export a saved view within a list (see List Level Permissions).
How to export a list
Make sure you include the appropriate columns in the saved view you plan to export.
- Click the Export button.
NOTE: If you choose Export all people in view or Export all notes in view, they will be directly downloaded as a CSV file. - Click the Notification icon where you will receive a notification to download the export.
- Or, click the download link within the email that has been sent to your primary email address.
NOTE: The default Connections column will not export any data at the moment.