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Exporting lead packs to CSV and XLSX

How exports are structured, what fields are included, and how to keep evidence columns intact downstream.

Export guide LeadGeneration.company

Export format

Every export includes company fields, buyer contact details, score, signal label, why-now notes, evidence references, and source links. CSV is ideal for automation, XLSX is better for analyst review.

Recommended import fields

Keep the score, signal, why-now, source URL, and freshness date visible downstream. Those fields are the fastest way for a rep to understand why the account appears in the pack.

Operational recommendation

If you map lead packs into a CRM, preserve raw evidence columns in addition to any normalized custom fields. That prevents context loss during handoff.

Want this translated into your own workflow?

The same logic behind the templates, help guides, and case study pages can be adapted to your sales process.

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