What You'll Learn
How to export entire pipelines or individual stages
How to choose the right export format for your needs
How to filter and customise your exports
How to create calling lists and email campaigns
Export Options
What You Can Export
Entire Pipeline: All stages at once
Individual Stages: Export specific columns/stages only
Projects or Companies: Must export separately (can't do both together)
Where to Find Export Options
Full Pipeline: Click the Export button (top right)
Individual Stage: Click the three-dot menu next to the stage title
Export Process
Step 1: Choose What to Export
Select Export Projects or Export Companies
See how many items will be exported
Enter a name for your export file
Click Next
Step 2: Choose Export Format
Platform Templates (Recommended)
Call List: Contact details, phone numbers
Email Mail Merge: Email addresses and contact info
Contact List: Basic contact information
Standard: General project/company data
Letter/Mail: Postal addresses for direct mail
Custom Templates
Create your own field combinations
Save templates for future use
Select specific data fields you need
Step 3: Refine Your Export
Filter Options
Business Roles: Export only specific company types (architects, contractors, etc.)
Contact Data: Exclude companies without contact details
Email Addresses: Exclude companies without confirmed emails
TPS Register: Exclude contacts on telephone preference service
Update Filter: Exclude projects not updated recently
Contact Tracking
Exclude Previously Contacted: Skip projects you've already reached out to
Contact Methods: Choose specific channels (phoned, emailed, mailed)
Time Periods: Set how many days back to check (30, 60, 90 days)
Sorting and Limits
Sort By: Latest updates, project value, etc.
Record Limit: Set maximum number to export
Track Contacts: Mark exported items as contacted for future reference
Step 4: Export
Review your selections
Click Export
Download your CSV file
Common Use Cases
Calling Lists
Use "Call List" template
Filter for companies with phone numbers
Exclude TPS-registered contacts
Track who you've already called
Email Campaigns
Use "Email Mail Merge" template
Filter for confirmed email addresses
Exclude previously contacted companies
Create targeted email lists
Direct Mail
Use "Letter/Mail" template
Get postal addresses
Filter by location or project type
Track mailing campaigns
Tips
Export projects and companies separately
Use platform templates for common tasks
Save custom templates for repeated exports
Always filter out previously contacted companies
Name your exports clearly for easy identification
That's it! You can now export your pipeline data in any format you need for your sales and marketing activities.