Send us 50 old leads.
We'll call every one this week.

Follow Up Boss

1. Open People from the top menu.
2. Filter down to the leads you've stopped following up with — by stage, source, or last-activity date.
3. Tick the checkbox at the top of the list to select all the filtered contacts.
4. In the actions bar that appears, choose Export. Follow Up Boss emails you the CSV.
5. Come back here and upload it.

Already on Follow Up Boss? We can connect directly and pull the leads ourselves — no export needed. Just reply to our text and say "connect FUB."

Bold Trail / kvCORE

1. Go to Smart CRM → Contacts.
2. Use the filters on the left to narrow to older or inactive leads.
3. Select all the results.
4. Open the actions menu and choose Export. The CSV gets emailed to you.
5. Come back here and upload it.

kvCORE and Bold Trail are the same platform — the steps work on either.

HubSpot

1. Go to CRM → Contacts.
2. Filter to the contacts you want, or open a saved list.
3. Select all, then click Export above the table.
4. Include first name, last name and phone number in the columns, then export as CSV.
5. HubSpot emails you the file. Come back here and upload it.

Something else, or no CRM at all

1. Open a blank Google Sheet or Excel file.
2. Put three headers across the first row: First name, Last name, Phone number.
3. Paste or type your leads underneath. Fifty is plenty to start.
4. Easiest route: in Google Sheets go to Share → Anyone with the link → Viewer, copy the link, and paste it into the form above. No download needed.
5. Prefer a file? File → Download → CSV in Sheets, or Save As → CSV in Excel, then upload it.

On a different CRM? Almost all of them have an export option under Contacts. If you can't find it, reply to our text and we'll walk you through it.