Go to the tab that says "Leads" to export your leads, or go to the "Clients" tab to export your clients. Click "Export" on the right side.

Note: Once “Export” is clicked, your file will automatically download. If you have a large book of business, you will receive an email with a link that contains this export (you must be logged in to your dashboard to view this link).

In order to export an agency's full book of business, click the "Agency" tab on the left (available for admins only), then click the "Export" button on the right. 

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