---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Export leads

# Export leads {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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 CSM Configurable Workspace, select the List ![]() view.
2. Navigate to LeadsAll.
3. Select the File Type:  
   * Excel
   * CVS
   * JSON
   * PDF
   {#lead-management-export-leads__ul_kvd_lxj_dcc}
4. Select the Delivery Type:  
   * Email - Enter a valid email address.
   * Download - Downloads the export to a local drive.
   {#lead-management-export-leads__ul_ink_4xj_dcc}  
   The list of leads is exported according to the parameters set.

*[\>]: and then