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Guide · Leads & search

Lead Map and exports (CSV / Excel)

Plan territories with map pins, export dialer files, and know which plan features unlock map and export limits.

Guide · Leads & search · 7 min read · Updated 2026-07-23

Lead Map

Mapped leads with coordinates or a Google Maps link appear as pins. Filter by quality tier and jump into lead detail from a pin. Map unlocks on Growth and above (not Trial / Starter by default).

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When map is locked

If you see a lock state, your plan does not include map. Upgrade on Billing or ask an admin to move you to Growth / Agency / Enterprise.

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Exports

Export CSV or Excel from list views when you need a dialer file, client deliverable, or offline review. Exports may be limited by plan — if the action is blocked, check Billing.

  • Export after you filter/save — cleaner files, fewer junk rows
  • Do not treat exports as a substitute for Pipeline — status still lives in-app
  • Respect client NDAs when sharing contractor contact files

Desk rhythm with map

Search → Hot filter → Map for territory clusters → Save cluster → Email → Pipeline. That loop covers most agency days.

Put this into practice

Start a free trial and run your first Lead Finder search with AI scoring — no card required.

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