Export leads

task brazil Updated Sep 10, 2026 1 min read lead-management-export-leads.md
Raw file servicenow.com

You can export a quote as a JSON file in Lead Management and provide it to a customer.

Before you begin

Role required: sales_agent

About this task

The export lead feature in Lead Management exports a list of all leads. Use the following steps to export leads.

Procedure

  1. In the CRM Workspace, select the List [Omitted image "list-outline-24.svg"] Alt text: view.

  2. Navigate to Leads > All.

  3. Select the File Type:

    • Excel
    • CVS
    • JSON
    • PDF
  4. Select the Delivery Type:

    • Email - Enter a valid email address.
    • Download - Downloads the export to a local drive. The list of leads is exported according to the parameters set.

Parent Topic:Using Lead Management

Related topics

Configuring Lead Management

Lead Management

Search documentation
Search document titles and file paths on the brazil branch