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Mastering Lead Exports: Unlocking Potential for Data Analysis and Management

Efficiently export leads for better performance analysis and data management.

 

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.

 

Step-by-Step Instructions:

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.

 

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.

 

Export the File

  • After setting your criteria, click the “Export” button.

  • Choose your preferred file format:

    • .csv

    • .xls

    • .xlsx

    • .txt

     

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:

Issue: Can’t find the “Lead Export” option

Solution: 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.

 

Issue: Exported file is missing leads

Solution: Double-check your filter criteria. The export will only include leads that match your selections.

 

Issue: File won’t open correctly

Solution: Ensure you’re opening the correct file format in an application that supports it (e.g., Excel, Google Sheets, or Notepad).

 

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.