Export Contacts and Leads

Export HelpGent contact records when you need a working list for reporting, follow-up, or a handoff to another team.

Before you start

• Make sure the records you need are already visible in HelpGent.
• Use an administrator account with access to Contacts.

Export lead records

1. Go to HelpGent → Contacts.
2. Select Leads.
3. Use Select forms if you want to export leads from selected forms only.
4. Select Export Leads.
5. Save the downloaded file in the location your team uses for lead work.

Export guest records

1. Stay on the Contacts screen.
2. Select Guests.
3. Select Export Guests. The Guests tab does not provide a form filter, so this exports the guest records represented by that list.

Verify the result

• The download contains the records represented by the current list.
• For Leads, the selected form filter is reflected in the exported set. Guests are exported without a form filter.
• Handle the file as personal data and share it only with the people who need it.

Related articles

• Manage Contacts and Guests
• Manage Pro Leads