Exporting prospects to a CSV file gives you flexibility to use your data outside Interceptly, like uploading it to a CRM, sharing it with your team, or running analysis in Google Sheets or Excel.
Step-By-Step Guide
This guide shows you how to export prospects from your saved prospect list and send the CSV to your email address.
Select "Prospects" from the left menu.
Select "My Prospects".
Choose what you want to export:
Select individual prospects by selecting the checkbox next to each record.
Or select the number drop-down on the left and choose how many total records you want to export.
Select "Export".
Enter the email address where you want the CSV delivered.
Select "Send".
Check your inbox for an email that contains your CSV export as an attachment.
💡 Tip: If you do not see the email, check your spam or junk folder, then search your inbox for "Interceptly" and "export".
Best Practices
Export smaller batches if you are working with a very large list, since CSV files can take longer to generate and download.
Use a shared team inbox if multiple people need access to the same export.
Store exported CSV files in a secure location if they contain personal data like emails or phone numbers.
🚨 Important: Only export prospect data if you have permission to use and store it, and follow your company’s data handling policies.
FAQ
Q: Where do exports get sent?
A: Exports are emailed to the address you enter during the export step.
Q: Can I export only a few prospects instead of the full list?
A: Yes, you can select individual records using the checkboxes, then export only those selected prospects.
Q: What if I do not receive the export email?
A: Check your spam or junk folder, then search your inbox for "Interceptly" and "export". If it still does not arrive, try exporting a smaller batch.
Q: What format is the export file?
A: The export is delivered as a CSV attachment, which you can open in Google Sheets, Excel, or import into most CRMs.
🚀 Success! You can now export data from your saved Prospects to a CSV.