With PSAI, your leads are yours. We'll never gate them from you, restrict your access to them, or remove them from your account. They'll always be accessible to you and your team from your Com Portal.
However, there may be situations where you'd like to export your PSAI lead data for use outside of PSAI. For instance, maybe you're assembling a summary report in Excel or would like to import historical leads into a new CRM. Whatever the planned use, exporting PSAI lead data is very quick and easy to do; just follow the instructions below.
1. Go to the Com Portal
Log into PSAI and navigate to your Com Portal by clicking "Com Portal" in the left-hand toolbar.
2. Click the "address book" icon
Open your complete list of leads by clicking the little address book icon at the top of your lead queue.
3. Click the "Export CSV" button
In the address book list that pops up, click the button for "Export CSV." This will automatically trigger a download of your leads in a CSV file format, which can be opened in Excel or any other spreadsheet software.
Exporting your PSAI leads to import into a new CRM? Then you might be interested in flowing your PSAI leads directly into your CRM moving forward—learn how to use endpoints to connect PSAI to an external CRM.