Export your leads

Export CSV turns the list on screen into a spreadsheet file, eight columns wide. Three steps, and statuses, owners and notes stay behind in the Portal.

Before you start

A Portal sign-in that reaches the project's Leads tab. Everyone who can see leads can export them.
The export copies the list as it stands on screen. Set the search and filters first — Find a lead: search, filters and sorting covers those.

Steps

Open the project and click Leads.
For everything, empty the search box and set Period to All time and Source to All sources. For a slice, filter first.
Click Export CSV. The file is built in your browser and saved straight to your downloads.

What lands in the file

Eight columns: Submitted, Name, Email, Phone, Unit/Lot, Source, Form, Test. One row per person, in the order the list was sorted.

Not in the file: Status, Assigned, notes, the enquiry message, the history of repeat enquiries, and any extra fields your own website form collects. Those stay in the Portal.

Submitted in the file is the person's first enquiry. The Submitted column on screen shows their most recent one, so for anyone who has enquired twice the two dates differ.

Drop the test rows before you use the file

Test reads Yes or No on every row. Yes marks an internal enquiry — one sent from a Vision Pitch address, or one submitted deliberately as a test while the project was being set up. Those rows stay in the file and are left out of every tile on the tab. Sort the file by Test and delete each Yes row before you count anything or pass the file on.

What you see when it worked

No message appears; the Portal does not confirm an export. The file arrives in your downloads named leads- and today's date, such as leads-2026-09-06.csv. Open it and check the row count against the list you exported.

If it does not work

What you see	What to do
Export CSV is greyed out	The list is empty. Clear the search box and the filters, then try again.
The file holds fewer rows than the project has	The export follows your filters. Clear the search, set Period to All time and Source to All sources, then export again.
Nothing downloads	Your browser blocked the file. Allow downloads for the Portal and click Export CSV again.
`No leads match your filters`	There is nothing to export. Clear the search and the filters.
`Couldn't load leads` with `Please refresh and try again.`	Refresh the page, then export.
A lead you remember is missing	A deleted lead leaves the list and the export together.
You need statuses, owners or notes in the file	They are not exported. Read them on the tab, or ask Vision Pitch.