Exporting Leads

VerdictFlow allows you to export lead data to CSV format for use in spreadsheets, reports, or other systems.

Basic Export

Export All Leads

1. Navigate to Leads
2. Click the Export button (download icon)
3. Select Export All
4. CSV file downloads automatically

Export Filtered Leads

1. Apply filters to show the leads you want
2. Click Export
3. Select Export Filtered Results
4. Only visible leads are exported

Export Selected Leads

1. Check the boxes next to specific leads
2. Click Export
3. Select Export Selected
4. Only checked leads are exported

Choosing Columns

Control which fields appear in your export:

Default Columns

If you don't customize, exports include:

• First Name, Last Name
• Email, Phone
• Status
• Case Type
• Lead Source
• Created Date

Custom Column Selection

1. Before exporting, click Columns in table view
2. Check the columns you want in your export
3. Export will include only selected columns

This includes:

• Standard lead fields
• Custom VF Fields
• System fields (created date, updated date)

Export Format

File Format

• Type: CSV (Comma Separated Values)
• Encoding: UTF-8 (supports international characters)
• Filename: verdictflow-leads-YYYY-MM-DD.csv

Data Formatting

Special Characters

The export properly handles:

• Commas within fields (enclosed in quotes)
• Quotation marks (escaped)
• Line breaks (preserved)
• Non-ASCII characters (UTF-8)

Opening Exports

Microsoft Excel

1. Double-click the downloaded CSV file
2. Excel opens it automatically
3. Or: Open Excel → Data → From Text/CSV

Google Sheets

1. Open Google Sheets
2. File → Import
3. Select the CSV file
4. Choose import settings and click Import

Apple Numbers

1. Double-click the CSV file
2. Numbers opens it automatically

Export Use Cases

Reporting

• Create monthly lead reports
• Analyze lead sources
• Track conversion rates

Backup

• Regular exports for data backup
• Archive before major changes

Other Systems

• Import to email marketing tools
• Load into business intelligence tools
• Share with partners (carefully!)

Scheduled Exports

Privacy Considerations

When exporting lead data:

• Exports contain personal information (PII)
• Store exported files securely
• Delete files when no longer needed
• Consider what you share with third parties
• Comply with applicable privacy regulations

Limitations

• Maximum 10,000 leads per export
• For larger exports, use filters to create multiple exports
• Exports are snapshots; they don't update automatically

Troubleshooting

Export Won't Download

1. Check browser popup blocker settings
2. Allow downloads from VerdictFlow
3. Try a different browser

Garbled Characters

1. Ensure you're opening as UTF-8
2. In Excel: Use Data → From Text/CSV import
3. Specify UTF-8 encoding

Missing Columns

1. Check your column selection before export
2. Ensure desired columns are checked
3. Re-export with correct columns selected

Next Steps

• Lead Management Overview - Return to main guide
• Custom Fields - Add fields to your exports