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Browsing and exporting your leads

How to filter and search your campaign recipients, and download them as a CSV for your CRM.

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Written by Mike Lukasevicz
The Leads page with the search box, campaign filter, status chips, and the Download CSV button.

Find the contacts you're after

  1. Open Leads from the navigation. The page opens on By campaign: one card per campaign, headed by the property address, with that campaign's recipients — the neighbors we actually entered into it — listed underneath.

  2. Choose how the page is organised with the two pills at the front of the toolbar:

    • By campaign — the default. A card per campaign, each with its recipient count and a View map button.

    • All leads — one table of every recipient across all your campaigns, with the campaign named in its own column. This is the shape to use when you are hunting for one person by name, or checking the whole list before you export it.

  3. Narrow or widen the view with four controls, which combine and which apply to both arrangements:

    • Search: type into "Search by name or email…" to find a specific person.

    • Campaign: the dropdown lists your campaigns by property address. Pick one to see only its recipients.

    • Status chips: All, plus the nine engagement statuses in this order — Interested, Not interested, Follow up, Opted out, Wrong person, Replied, Not replied, Queued to send, Undeliverable. Each chip carries a live count. Every status is defined in The leads table. Follow up starts at zero, since it only counts neighbors flagged from the Inbox.

    • Last outreach: a dropdown for how recently the neighbor was emailed. Any time, Last 30 days, 30 to 90 days ago, 90+ days ago, or Not sent yet. 90+ days ago is the useful one when you're looking for neighbors who are eligible to hear from you again.

  4. The count line under the heading always tells you what you're looking at. "212 of 480 campaign recipients across 3 campaigns" means your filters are showing 212 of the 480 total.

Note — 'Why is my list short?'

Your list is smaller than the number of homes the campaign pulled, and that is by design. Leads lists only neighbors we actually entered into a campaign. Homes we pulled but never emailed, including every address that failed email validation, are not shown here at all. Switching the status chip to All will not bring them back, because they were never outreach in the first place.

Export to CSV

  1. Set your filters first, because the export contains exactly the rows on screen. For everything, set the status chip to All, the last-outreach dropdown to any time, and the campaign filter to All campaigns.

  2. Select Download CSV in the top-right.

  3. Your browser downloads grsfd-leads-YYYY-MM-DD.csv, dated for today. Open it in Excel, Google Sheets, or import it into your CRM.

The file includes the on-screen columns, including Engagement Status and Last Outreach, plus a few extras (Source, Is Duplicate, Last Sent). The full column list is in The leads table.

Important — Before you dial

The phone columns keep their "(unvalidated)" label inside the CSV for a reason: those numbers come from the data provider as-is and are not verified as dialable or checked against do-not-call registries. Scrub them before any calling campaign.

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