Export prospects to CSV
Download the current loaded page or the exact selected records without changing delivery state.
When to use this
Use CSV for manual analysis or handoff when a delivery workflow is not the right destination.
Requirements and availability
- Grow and Scale include CSV export.
- Free can add CSV export for $2.50 per month.
- No selection exports the loaded page; selection exports selected records across pages.
How to do it
- Open Prospects.
- Apply filters and choose rows per page.
- Leave checkboxes clear for the loaded page, or select exact records.
- Select Export CSV or Export N selected.
- Confirm the downloaded prospects-YYYY-MM-DD.csv before sharing it.
Fields and controls
| Control | What it does |
|---|---|
| Export CSV | Exports the loaded page when nothing is selected. |
| Export N selected | Exports selected records across pages. |
| Select all on page | Adds the loaded page to selection. |
What happens next
The browser downloads a dated CSV. Export does not enroll records in Outreach or change another destination.
States you may see
| State | Meaning |
|---|---|
| Exporting… | The file is being prepared. |
| Exported | A confirmation reports the row count. |
| Upgrade needed | The plan does not include export. |
Credits and usage
Exporting does not use credits. The Free CSV add-on is a recurring $2.50 monthly charge.
Common problems
| Problem | What to check |
|---|---|
| The export has fewer rows than the filtered total | With no selection, it covers only the loaded page. |
| Unexpected rows appear | Clear retained selection, then select again or export with nothing selected. |