Import and export prospects

Only the owner can import.

1. Open Settings, then Import.
2. Click Download sample CSV to see the columns LeadScout reads.
3. Upload your CSV file.

Each row needs an address (address1, city, state, zip) or a location (lat, lng). Rows with only an address don't get a map pin. New statuses and tags in the file are created for you, and the Assigned To column is matched to your team. If some rows are assigned to people who aren't on your team, you choose whether to import them anyway or skip them.

1. Open Prospect List.
2. Filter or search the list until it shows the prospects you want. To export only some rows, check them.
3. Click Actions, then Export selected for the checked rows, or Export filtered for every prospect that matches your filters and search. With no filters set, it reads Export all.

You get a prospects.csv file. An export of more than 5,000 prospects is prepared in the background: you can leave the page, and LeadScout emails you a download link when the file is ready. The link works for 7 days. Anyone on the team can export from the web app.