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Overview

Export selected leads to CSV based on your current view and column order. Include research answers, optionally add explanation columns, and apply lightweight transforms before download. A live preview shows exactly what will be exported.

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How exporting works

  • Selection-based: Exports only the leads you have selected in the grid. If nothing is selected, the dialog shows a message and disables download.
  • Current view: Uses your visible columns and custom order, matching what you see in the grid.
  • Tabs: Works from Companies or People tabs; relationship columns adapt accordingly.
  • Preview-first: See a live preview of the CSV and which columns are transformed before downloading.
  • Explanations toggle: Optionally add an explanation column for each research question.

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Columns included

  • Lead Name: The primary display name for the row (company or person).
  • Default fields: Address, website, phone, email, LinkedIn, created at, etc. Only columns visible in your view are exported.
  • Special columns: Relationship columns (e.g., People on Companies tab; Companies on People tab) export as comma‑separated values.
  • Research answers: Each selected research question becomes a column with the final displayed answer.
  • Explanations (optional): Toggle Include explanations to add a companion column for each research question with the model’s reasoning. Headers use the question label plus “_explanation”.
  • Cross‑tab research: If you include research questions from the opposite tab, those answers export too with clear labels.

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Transform columns (optional)

Before downloading, you can apply lightweight transformations to exported values:
  • Per‑column prompts: Enter a short instruction per column (e.g., “Summarize in 10 words”, “Convert to uppercase”).
  • Apply per column: Click Apply Transform for each column you want to change.
  • Caching: Previously computed transforms may be reused for identical values to speed things up.
  • Non‑destructive: Transforms affect only the export file; your underlying data remains unchanged.

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File format and naming

  • Format: CSV (UTF‑8) with a header row.
  • Escaping: Quotes and newlines in answers are normalized to keep CSV structure intact.
  • Filename: leads_YYYY-MM-DD.csv by default.

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Steps to export

1

Select leads in the grid

Use the checkboxes or multi‑select to choose companies or people to export.
2

Open the export dialog

Right‑click and choose “Download N leads (CSV)”.
3

Configure options and transforms

Toggle Include explanations if you want reasoning columns. Optionally add per‑column transform prompts and click Apply Transform for each column.
4

Review and download

Confirm the preview looks right (column order, transformed values), then click Download CSV.
The file name is leads_YYYY-MM-DD.csv, columns match your view order, and the row count equals your selection.

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Notes and limitations

  • Export currently reflects only selected leads; bulk export of an entire filtered view requires selecting those rows first.
  • If a research question has no final answer, the cell will be empty.
  • Explanation columns are only added when the toggle is enabled at export time.
  • Transforms apply to the exported file only; they do not update grid data.