Download your leads as CSV, Excel, or PDF for use in spreadsheets, mail merges, third-party CRMs, or printed call sheets.
Available export formats #
You can export any list (or your full pipeline) in three formats. Pick the one that fits where the data is going next.
CSV
Universal, machine-readable
Importing to other CRMs, mail merge campaigns, custom data analysis, anywhere a spreadsheet works.
Excel (.xlsx)
Formatted, ready to read
Working in Excel directly, sharing with team members, pivot tables and charts, sorting and filtering offline.
Print-ready call sheets
Printed daily call sheets, offline reference during visits, sharing with non-tech users, professional reports.
How to export #
Open any lead list
Go to Lead Scout and open one of your lists, or open the CRM Pipeline to export across all lists at once.
Click the Export button
The Export button is in the toolbar at the top of the leads table. It opens a small menu with format options.
Choose CSV, Excel, or PDF
CSV and Excel downloads start immediately. PDF asks for confirmation since it can take a few seconds to render.
Save the file
Your browser downloads the file using the standard download flow. Filename includes the list name and the export date.
Exporting filtered vs full lists #
If you have any filters active when you click Export, the menu splits into two sections:
Filtered Results
Exports only the leads that match your active filters. The lead count appears in parentheses next to the option.
Full List
Exports every lead in the list regardless of filters. Useful when you want a complete backup or full dataset.
If no filters are active, only the full list option appears.
Filter, then export
Combine the filtering tools with export to build precise email lists. For example: filter to "Has Email + Quality 70+" and export to CSV — that is a high-fit, ready-to-send mailing list in one click.
What fields are included #
Every export includes the core lead data:
DOT NumberLegal NameDBA NameAddressCityStateZIPPhoneEmailTotal DriversPower UnitsSafety RatingStatus CodeAdd DateQuality ScoreDistanceDate Added to List
Engage exports also include
Pipeline StatusLast NoteLast Activity DateReminder DateReminder Status
Your notes travel with you
On Engage, your status updates and notes are included in exports so you can take full lead context with you when working offline or sharing with your team.
Trial exports have masked contact info
If you are on a Trial subscription, exported phone numbers and emails are masked (xxx-xxx-xxxx and xxx@xxxxxx.com) to preserve the value of paid plans. Upgrade to Scout or higher to export real contact info.
Common use cases #
Mail merge for postcards
- Filter your list to a target segment (Hot Leads, specific zip ranges, etc.)
- Export to CSV
- Open in Google Sheets, Excel, or your mail merge tool
- Map columns to your postcard template fields
Importing to another CRM
- Export the list to CSV
- Open the CSV and confirm column names match your CRM's import format
- Adjust field names if needed (most CRMs let you map columns during import)
- Upload into your other CRM
Printed call sheet for the day
- Filter to today's target leads (e.g. Hot Leads + Within 10 Miles)
- Export to PDF
- Print and take with you for a phone session or drop-in day
Sharing with a team member
- Export to Excel
- Email or share the file with whoever is doing the outreach
- They have full lead context including your notes and statuses
Tips & best practices #
Live data stays in DOT Lead Scout
Exports are point-in-time snapshots. The data does not auto-update once exported — if a carrier's info changes tomorrow, you would need to re-export to see it. For real-time tracking, work inside DOT Lead Scout and only export when you need the data elsewhere.
CSV is better than Excel for imports
If you are importing into another tool, CSV is almost always more reliable than Excel. Excel files can have hidden formatting that confuses third-party importers; CSV is plain text and just works everywhere.
Don't export the whole pipeline by default
If you have hundreds or thousands of leads, exporting everything at once produces an unwieldy file. Filter first, then export — you will get a much more usable result.
