3 min read

Export campaign leads

Download leads and campaign outcome data.

Overview

Exports are useful for reporting, cleanup, handoff, and CRM updates.

Recommended workflow

1

Open the campaign Leads tab.

2

Apply filters if you need a subset.

3

Choose export or download CSV.

4

Review included fields and statuses.

5

Store the export where your team expects reports.

Tips that make this work better

Tip

Export interested or meeting-booked leads separately.

Tip

Use exports to audit bounces and list vendors.

Tip

Do not treat old exports as the source of truth after a campaign keeps running.

Common mistakes to avoid

  • Exporting before replies have synced.
  • Sharing files with sensitive lead data unnecessarily.

Done well, this should leave you with

A cleaner Outlio setup, fewer avoidable campaign issues, and a more reliable path from setup to replies.

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