Export Leads with Custom Fields
Export leads when you need a spreadsheet for analysis, reporting or work outside ABC Sales AI. The download is an Excel .xlsx workbook, not a CSV file.
Request an export
- Open the Leads page with a role that has permission to export lead data.
- Apply the filters for the records you need and check the selection.
- Use the lead export action and wait for the export notification email.
- Open the download link in the email and review the workbook before sharing it.
If you cannot access export, ask your company owner or admin to check your role's permissions. Preparing the workbook takes time, so it will not download immediately when you request it.
What the workbook contains
Your company's custom-field columns follow the standard lead columns. Each exported row includes the lead's saved values, such as Budget, Industry or Plan, where your company has defined those fields. Leads without a value have a blank cell. Deleted custom-field definitions do not create columns.
File custom fields contain file names only, not the files, private storage paths or download links. Download an authorised attachment separately through the app when needed.
The custom-field columns also apply to automation-subscriber exports that use the lead export flow. They do not imply every report or export in the app uses the same columns.