Click Leads in the left navigation, apply filters or leave them off to take everything, click the three dots menu at the top right of the leads list and choose Export. Pick the type, Leads, Contacts or Opportunities, then the format, CSV or JSON, then common fields or all fields. Opportunities can also be exported from the Opportunities List View report, where the filters match the opportunities themselves rather than the leads they sit on. Close emails a download link and it expires after 7 days. JSON is required to take out all activities. Smart Views, email and SMS message bodies, templates, phone numbers, notes, custom fields and meetings are not in the built in exporter and come out through the support tools, which need an API key, or through the Exports API, which is asynchronous: post the export, poll it until status reads done, then take the download_url.
What it holds
Leads with their contacts and opportunities, plus activity records: emails, calls, SMS, notes and custom activities.
Find the size
Close shows no storage figure on the export screen. Quote the lead, contact and opportunity counts from an unfiltered search on the Leads page, and the row count of the exported CSV.
What to enter on the form
Close in records, and the year your company started using it. Seller form