Exporting leads to CSV
On the Leads page click "Export CSV" β the file contains whatever is currently filtered (stage, heat, source, assignee, date range). It opens directly in Excel and Google Sheets, with Hebrew intact (UTF-8 with BOM).
- Columns: id, created, stage, heat, name, phone (as text, so Excel does not drop leading zeros), display phone, need, budget, timing, callback and its time, summary, source, assignee, contact stage, last message from the customer, notes.
- A cell that starts with
=,+,-or@is neutralised β so a formula a customer typed in a message cannot run in your spreadsheet. - Customers who requested erasure are not in the file.
Analytics has a CSV export of the daily metrics, and Settings β a full export of all data as JSON. For continuous, automatic export use webhooks or the API.