The Export feature lets you download all your leads in one click, without leaving the dashboard. Use it to analyze pipeline data in Excel or Google Sheets, or share a lead snapshot with team members who don't have Acelab access.
Before You Begin
You must be logged in as a Manufacturer Admin or Manufacturer Rep.
The export includes all leads for your account — filtering the dashboard view does not affect what's exported.
Steps
Navigate to your Leads Dashboard.
Click the Export button in the top-right corner of the dashboard header. It displays a CSV icon and the label "Export."
The button will show a loading indicator while the file is being generated. Do not click it again while loading.
Once ready, your browser will automatically download the file. It will be named
Opportunities_Export_YYYYMMDD.csvusing the date of the export.
Outcome
A CSV file downloads to your browser's default download location. Open it in Excel, Google Sheets, or any spreadsheet tool. Each row represents one lead.
What's Included in the Export
The CSV contains the following fields for every lead:
Field | Description |
Company name | Name of the architect's firm |
Company location | Location of the architect's firm |
Pipeline stage | Current stage in your Leads Dashboard (e.g., Nurture, Recommendation) |
Architect name | Name of the architect associated with the lead (if available) |
Architect email | Email address of the architect (if available) |
Assigned rep | The manufacturer rep assigned to the lead |
Project name | Name of the associated Acelab project |
Project type | Type of project (e.g., commercial, residential) |
Project phase | Current phase of the project |
Project budget | Budget range of the project |
Project size | Size of the project |
Date created | Date the lead was created |
Last activity | Date of the most recent activity on the lead |
If the Export Fails
If something goes wrong during the download, the button returns to its default state and an error message appears at the top of the page. Wait a moment and try again. If the problem persists, contact Acelab support.