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How Do I Export a Portion of My Search Results?

Best Practices

Exporting a portion of your search results in NavLead is a straightforward process that allows you to focus on specific leads that meet your criteria. Here’s a detailed breakdown of how to do it:

  1. Access Your Search Results: Start by conducting a search using the filters and criteria that best suit your prospecting needs. Once you’ve gathered a list of leads, navigate to the results page where your leads are displayed.
  2. Select Leads: Instead of exporting all the leads at once, you can choose specific leads to export. To do this:
    • Custom Selection: Check the boxes next to the leads you want to include in your export. You can select individual rows or multiple rows as needed.
    • Group Selection: For larger lists, consider using the group selection feature, which allows you to quickly select all leads that meet certain parameters or characteristics.
  3. Use the Custom Export Feature: Once you’ve made your selections, look for the custom export option, typically located at the top or bottom of the leads table. This feature enables you to:
    • Specify Export Criteria: You may have options to choose specific data fields to include in the export, such as names, job titles, company names, and email addresses.
    • Format Choice: Decide on the format for your export, usually available in CSV or Excel formats, which are compatible with most spreadsheet applications.
  4. Download Your Export: After configuring your export settings:
    • Click the Export button to initiate the process. NavLead will compile your selected leads into a file.
    • Once the file is ready, it will be available for download. You can save it to your device for further use.
  5. Review and Utilize the Data: Open the exported file in your preferred spreadsheet software. Review the data to ensure it meets your needs. This file can now be used for targeted outreach, lead analysis, or integration into your CRM system.

By following these steps, you can efficiently export only the leads that are most relevant to your outreach efforts, helping you to streamline your prospecting process and maintain focus on high-potential opportunities.

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