Leadline Docs
Candidates

Export Candidates

Overview

This playbook covers how to export Candidates from the CRM.

→ See 105 - Candidates for full product knowledge on Candidates.

→ See 125 - User-Permissions for the permissions required to export Candidates.

→ See 135 - Candidate-Views for instructions on exporting all Candidates in a View.


How Do You Export Candidates?

  1. Navigate to the Candidates Page.
  2. Use the checkboxes on the left side of the table to select the Candidates you want to export.
  3. In the bulk actions bar that appears, click Export Candidates.
  4. In the Export Candidates modal, click Save.

A Downloading Report message appears while the export is prepared, and a CSV file downloads to your computer.


105 - Candidates — Full product knowledge on Candidates
125 - User-Permissions — Learn about the permissions required to export Candidates
135 - Candidate-Views — Learn how to search, filter, and export Candidate Views
101 - Platform-Links — Direct link to the Candidates Page

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