---
title: Exporting Leads for Better Performance Analysis and Data Management
description: Learn how to export lead data from Sierra Interactive CRM using the Lead Export tool. Understand who has access, how to filter your export, and file format options.
image: https://www.sierrainteractive.com/wp-content/uploads/2022/07/Website-Preview-V2A.jpg
---

[Skip to content](https://help.sierrainteractive.com/helpcenter/exporting-leads-for-better-performance-analysis-and-data-management#main-content)

[Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new?hsLang=en)

[![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png)](https://help.sierrainteractive.com/helpcenter?hsLang=en)

- [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com)
- [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767)
- [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities)
  
  Show submenu for Training & Learning

    - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy)
    - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources)
      
      Show submenu for Live Training Sessions

          - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538)
          - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732)
          - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435)
- [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured)
- [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive)
- [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/)
- [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays)
- [System Status](https://status.sierrainteractive.com/)

Open main navigation

Close main navigation

- [Sierra CRM Login](https://client.sierrainteractivedev.com/login.aspx?sn=sierrainteractive.com)
- [Sierra Support](https://share.hsforms.com/1-PkIvKPkRJ2Oe4iP28LPugcrxj0?__hstc=240356316.ca34a03f98730f420ad639300528f2a2.1764955183725.1783970890126.1783975123568.351&__hssc=240356316.31.1783975123568&__hsfp=3cbed2008eb4c720102b6f72b9dd6767)
- [Training & Learning](https://info.sierrainteractive.com/live-training-learning-opportunities)
  
  Show submenu for Training & Learning

    - [Sierra Academy](https://info.sierrainteractive.com/sierra-academy)
    - [Live Training Sessions](https://help.sierrainteractive.com/helpcenter/join-live-training-sessions-explore-sierra-learning-resources)
      
      Show submenu for Live Training Sessions

          - [Tuesdays 11AM ET](https://us02web.zoom.us/j/81520282538)
          - [Wednesdays 1:30PM ET](https://us02web.zoom.us/j/84246589732)
          - [Fridays 3PM ET](https://us02web.zoom.us/j/86964951435)
- [Sierra YouTube Channel](https://www.youtube.com/@sierrainteractive/featured)
- [Sierra Facebook Mastermind](https://www.facebook.com/groups/sierrainteractive)
- [Referral Dashboard](https://www.sierrainteractive.com/customer-referral-dashboard/)
- [Operations & Closures](https://info.sierrainteractive.com/sierra-interactive-observed-holidays)
- [System Status](https://status.sierrainteractive.com/)
- [Contact Support](https://help.sierrainteractive.com/helpcenter/kb-tickets/new)

 Search Help Center

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.sierrainteractive.com/helpcenter?hsLang=en)
2. [Lead Management](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en)
3. [Reporting & Exports](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#reporting-exports)

September 8, 2026

# Exporting Leads for Better Performance Analysis and Data Management

## Efficiently export leads for better performance analysis and data management.

### Table of Contents

1. [Who Can Export Leads](https://help.sierrainteractive.com/helpcenter/exporting-leads-for-better-performance-analysis-and-data-management#step-by-step)
2. [How to Export Leads](https://help.sierrainteractive.com/helpcenter/exporting-leads-for-better-performance-analysis-and-data-management#how)
3. [Best Practices](https://help.sierrainteractive.com/helpcenter/exporting-leads-for-better-performance-analysis-and-data-management#best-practices)
4. [Troubleshooting](https://help.sierrainteractive.com/helpcenter/exporting-leads-for-better-performance-analysis-and-data-management#troubleshooting)
5. [FAQs](https://help.sierrainteractive.com/helpcenter/exporting-leads-for-better-performance-analysis-and-data-management#faq)

---

### Why This Feature Matters

Exporting leads is essential for teams that want to analyze performance, back up data, or work offline. With flexible filters and permission controls, Sierra’s export feature ensures that the right people have access to the necessary data—without compromising lead privacy or account security. For instance, a real estate team can analyze lead conversion rates by importing their data into a spreadsheet, enabling them to make informed marketing decisions that drive success.

---

### Who Can Export Leads

- **Primary Manager & Manager-Level Users:** Automatically have permission to export leads across the entire account.
- **Agent-Level Users:** Can only export their own leads *if* the permission **“Allow Agent-Level Users to Export Their Own Leads?”** is enabled in **Global Site Settings**.

---

### How to Export Leads

1. **Log into your Sierra CRM** as a user with export privileges.
2. Click the **gear icon (⚙️)** in the top navigation bar.
3. Select **“Lead Export”** from the dropdown options.

![lead\_export](https://help.sierrainteractive.com/hs-fs/hubfs/undefined-Jun-17-2026-09-51-57-5453-PM.png?width=434&height=579&name=undefined-Jun-17-2026-09-51-57-5453-PM.png)

#### **Set Your Export Criteria**

- Select filtering options such as:
  
    - **Lead Status**
    - **Lead Tags**
    - **Custom Fields**

- You may select “All” in each filter category, but each section *requires at least one selection*.
- Press **Continue** to view all criteria.

![](https://help.sierrainteractive.com/hs-fs/hubfs/undefined-Jun-17-2026-09-51-57-2761-PM.png?width=530&height=604&name=undefined-Jun-17-2026-09-51-57-2761-PM.png)

#### **Export the File**

- After setting your criteria, click the **“Export”** button.
- Choose your preferred file format:
  
    - .csv
    - .xls
    - .xlsx
    - .txt

![](https://help.sierrainteractive.com/hs-fs/hubfs/image-png-Jun-17-2026-09-56-18-4648-PM.png?width=670&height=258&name=image-png-Jun-17-2026-09-56-18-4648-PM.png)

[back to the top](https://help.sierrainteractive.com/helpcenter/exporting-leads-for-better-performance-analysis-and-data-management#top-of-page)

---

### Best Practices

- Export only the fields necessary to avoid handling sensitive data unnecessarily.
- Use tags or lead statuses to export segmented groups for targeted campaigns.
- Store exported files securely and delete them when no longer needed.

---

### Troubleshooting Common Issues

- **Can’t find the “Lead Export” option**
  
  Confirm you’re logged in as a Primary Manager or Manager-level user. Agent-level users may not see this option unless permissions are updated in Global Site Settings.
- **Exported file is missing leads**
  
  Double-check your filter criteria. The export will only include leads that match your selections.
- **File won’t open correctly**
  
  Ensure you’re opening the correct file format in an application that supports it (e.g., Excel, Google Sheets, or Notepad).

[back to the top](https://help.sierrainteractive.com/helpcenter/exporting-leads-for-better-performance-analysis-and-data-management#top-of-page)

---

### FAQS

- **Can I export all leads at once?**  
  Yes. Simply choose “All” in each filtering category during the export setup.
- **Will exporting leads notify anyone else?**  
  No, exporting does not trigger any system notification to other users.
- **Can I schedule automatic exports?**  
  Currently, Sierra does not support scheduled or recurring lead exports.

[back to the top](https://help.sierrainteractive.com/helpcenter/exporting-leads-for-better-performance-analysis-and-data-management#top-of-page)

- [Getting Started with Sierra](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#main-content)

    - [Orientation & Approvals](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#orientation-approvals)
    - [Activate Your Sierra Dialer](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#activate-your-sierra-dialer)
    - [CRM Setup](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#crm-setup)
    - [Connect Your Data](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#connect-your-data)
    - [Launch Your Website](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#launch-your-website)
    - [Start Working with Leads](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#start-working-with-leads)
    - [Enhance Your Site](https://help.sierrainteractive.com/helpcenter/getting-started-with-sierra?hsLang=en#enhance-your-site)
- [Video Resource Library](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#main-content)

    - [Webinar Recordings](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#webinar-recordings)
    - [Video FAQ](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#video-faq)
    - [IntelliSearch](https://help.sierrainteractive.com/helpcenter/video-resource-library?hsLang=en#intellisearch)
- [Lead Generation & Capture](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#main-content)

    - [Sierra Digital Marketing Services](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#sierra-digital-marketing-services)
    - [Lead Tracking](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#lead-tracking)
    - [Saved Searches & IDX Settings](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#saved-searches-idx-settings)
    - [Email Marketing & Automation](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#email-marketing-automation)
    - [Lead Capture Tools](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#lead-capture-tools)
    - [IntelliSearch](https://help.sierrainteractive.com/helpcenter/lead-generation-capture?hsLang=en#intellisearch)
- [Lead Engagement & Nurturing](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#main-content)

    - [AI-Assisted Lead Engage](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#ai-assisted-lead-engage)
    - [E-Alerts & Market Updates](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#e-alerts-market-updates)
    - [Sierra Success Hub](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#sierra-success-hub)
    - [Drip Campaigns](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#drip-campaigns)
    - [Action Plans & Automations](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#action-plans-automations)
    - [Buyer Lead Workflow](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#buyer-lead-workflow)
    - [Bulk Actions](https://help.sierrainteractive.com/helpcenter/lead-engagement-nurturing?hsLang=en#bulk-actions)
- [Lead Management](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#main-content)

    - [Lead Organization & Tagging](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#lead-organization-tagging)
    - [Reporting & Exports](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#reporting-exports)
    - [Platform Tools](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#platform-tools)
    - [Lead Routing & Permissions](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#lead-routing-permissions)
    - [Calling & Dialer Tools](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#calling-dialer-tools)
    - [Team Management & Accountability](https://help.sierrainteractive.com/helpcenter/lead-management?hsLang=en#team-management-accountability)
- [Website Management](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#main-content)

    - [Website Structure & Navigation](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#website-structure-navigation)
    - [AI Visibility & SEO](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#ai-visibility-seo)
    - [Website Pages & Content](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#website-pages-content)
    - [DNS, Branding, & User Experience](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#dns-branding-user-experience)
    - [Analytics](https://help.sierrainteractive.com/helpcenter/website-management?hsLang=en#analytics)
- [Support & Account Help](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#main-content)

    - [Contact Support](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#contact-support)
    - [Billing & Account Changes](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#billing-account-changes)
    - [Access & Permissions](https://help.sierrainteractive.com/helpcenter/support-account-help?hsLang=en#access-permissions)
- [Industry & MLS Compliance](https://help.sierrainteractive.com/helpcenter/industry-mls-compliance?hsLang=en#main-content)

    - [NAR](https://help.sierrainteractive.com/helpcenter/industry-mls-compliance?hsLang=en#nar)
    - [Compliance and Best Practices](https://help.sierrainteractive.com/helpcenter/industry-mls-compliance?hsLang=en#compliance-and-best-practices)
- [Integrations & API](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#main-content)

    - [Communication Integrations](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#communication-integrations)
    - [Marketing Integrations](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#marketing-integrations)
    - [CRM Integrations](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#crm-integrations)
    - [API & Developer Tools](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#api-developer-tools)
    - [Calendar & Appointments](https://help.sierrainteractive.com/helpcenter/integrations-api?hsLang=en#calendar-appointments)

[![Sierra Interactive logo](https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png?width=250&height=34&name=sierra%20interactive%20logo.png "Sierra Interactive logo")](https://help.sierrainteractive.com/helpcenter?hsLang=en)

1205 E Washington St #110, Louisville, KY 40206

<https://www.facebook.com/sierrainteractive> <https://www.instagram.com/sierrainteractive/> <https://www.linkedin.com/company/sierra-interactive/> <https://www.youtube.com/@sierrainteractive>

Copyright © 2025, Sierra Interactive

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://sierrainteractive.com/#organization",
  "@type" : "Organization",
  "logo" : {
    "@type" : "ImageObject",
    "caption" : "Sierra Interactive Logo",
    "url" : "https://help.sierrainteractive.com/hs-fs/hubfs/sierra%20interactive%20logo.png"
  },
  "name" : "Sierra Interactive",
  "sameAs" : [ "https://www.facebook.com/sierrainteractive", "https://www.instagram.com/sierrainteractive", "https://www.linkedin.com/company/sierra-interactive", "https://www.youtube.com/@sierrainteractive" ],
  "url" : "https://sierrainteractive.com/"
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://help.sierrainteractive.com/helpcenter/mastering-lead-exports-unlocking-potential-for-data-analysis-and-management#article",
  "@type" : "Article",
  "author" : {
    "@id" : "https://sierrainteractive.com/#organization"
  },
  "dateModified" : "2026-06-17T21:57:07+00:00",
  "datePublished" : "2026-06-17T21:57:07+00:00",
  "description" : "Efficiently export leads for better performance analysis and data management.",
  "headline" : "Mastering Lead Exports: Unlocking Potential for Data Analysis and Management",
  "image" : {
    "@type" : "ImageObject",
    "url" : "https://21458556.fs1.hubspotusercontent-na1.net/hubfs/21458556/undefined-Jun-17-2026-09-51-57-5453-PM.png"
  },
  "mainEntityOfPage" : {
    "@id" : "https://help.sierrainteractive.com/helpcenter/mastering-lead-exports-unlocking-potential-for-data-analysis-and-management",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@id" : "https://sierrainteractive.com/#organization"
  }
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://help.sierrainteractive.com/helpcenter/mastering-lead-exports-unlocking-potential-for-data-analysis-and-management#howto",
  "@type" : "HowTo",
  "description" : "Efficiently export leads for better performance analysis and data management.",
  "image" : {
    "@type" : "ImageObject",
    "url" : "https://21458556.fs1.hubspotusercontent-na1.net/hubfs/21458556/undefined-Jun-17-2026-09-51-57-5453-PM.png"
  },
  "name" : "Mastering Lead Exports: Unlocking Potential for Data Analysis and Management",
  "publisher" : {
    "@id" : "https://sierrainteractive.com/#organization"
  },
  "step" : [ {
    "@type" : "HowToStep",
    "name" : "Log into your Sierra CRM as a user with export privileges",
    "text" : "Log into your Sierra CRM as a user with export privileges."
  }, {
    "@type" : "HowToStep",
    "name" : "Click the gear icon (⚙️) in the top navigation bar",
    "text" : "Click the gear icon (⚙️) in the top navigation bar."
  }, {
    "@type" : "HowToStep",
    "name" : "Select “Lead Export” from the dropdown options",
    "text" : "Select “Lead Export” from the dropdown options."
  } ]
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://help.sierrainteractive.com/helpcenter/mastering-lead-exports-unlocking-potential-for-data-analysis-and-management#faq",
  "@type" : "FAQPage",
  "mainEntity" : [ {
    "@type" : "Question",
    "acceptedAnswer" : {
      "@type" : "Answer",
      "text" : "Yes. Simply choose “All” in each filtering category during the export setup."
    },
    "name" : "Can I export all leads at once?"
  }, {
    "@type" : "Question",
    "acceptedAnswer" : {
      "@type" : "Answer",
      "text" : "No, exporting does not trigger any system notification to other users."
    },
    "name" : "Will exporting leads notify anyone else?"
  }, {
    "@type" : "Question",
    "acceptedAnswer" : {
      "@type" : "Answer",
      "text" : "Currently, Sierra does not support scheduled or recurring lead exports."
    },
    "name" : "Can I schedule automatic exports?"
  } ]
}
```