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How to export prospects via CSV

Written by Camila

Spear allows you to export all relevant prospect data into a CSV file. Use this to sync with your CRM, manage lists offline, or extend outreach to other channels.


Step 1: Navigate to the Prospects tab in your Spear dashboard.

Step 2: Filter the Prospects

Use the filters to narrow down the list based on your criteria. Common filters include:

  • Status – View prospects by their current funnel status (In Queue, Connection request, Connected, Replied, Interested, Booked)

  • Campaign – Display prospects that belong to a specific outreach campaign.

  • Tags – View prospects by custom labels used to group specific sets of prospects.

  • More Filters – Additional conditions such as Triggers, Indicators, and Prospect location.

Step 3: Select the Prospects

Click the checkbox next to each prospect you want to export. To select all prospects across all pages at once, click the checkbox in the column header (top-left of the list) — a live count of selected prospects will appear. Your selection persists as you move between pages, and you can deselect specific prospects without losing the rest.

Step 4: Confirm Selection

Click the button showing the total number of selected prospects (e.g., "1188 selected").


Step 5: Finish the export

After selecting all prospects, click on the dropdown menu to the right named Export, then select 'Export to CSV'.

Your file will be downloaded with the following name: prospects.csv

If you need to export Connected prospects from multiple sender profiles, repeat this process for each profile separately and combine the CSV files as needed.

What's included in the export?

The CSV includes all standard prospect fields plus:

  • Seniority — the seniority level of the prospect (e.g. Director, VP, C-Level)

  • Agent recommendation — the Qualification Agent's suggestion for each prospect

  • Agent reasoning summary — the reasoning behind the agent's recommendation

  • Funnel status — including the new Pending Booked status

  • Conversation — the full message history with each prospect

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