How to Export Verified Leads

DealGate's Lead Export feature allows you to identify and export verified business leads that match your ideal customer profile. This guide will walk you through the entire process, from creating search parameters to exporting a targeted list of verified decision-makers.

Understanding Lead Export

The Lead Export tool allows you to:

• Find verified contacts at your target companies
• Filter by job title, seniority, industry, location, and more
• Verify email addresses and contact information
• Export ready-to-use lead lists for your outreach campaigns

Prerequisites

Before starting your first lead export, ensure you have:

• An active DealGate account with lead export credits
• A clear understanding of your ideal customer profile (ICP)
• A general sense of your target companies or industries

Step 1: Access the Lead Export Tool

1. Log in to your DealGate dashboard
2. Click on the Lead Export tab in the main navigation
3. Select New Export in the top right corner

Step 2: Define Your Target Companies

You can specify target companies in several ways:

Option A: Search by Industry and Firmographics

1. Select the Company Search tab
2. Choose industry categories from the dropdown menu
3. Add filters for:
   • Company size (employee count)
   • Annual revenue
   • Location (country, state, or city)
   • Founded date range
   • Growth indicators

Option B: Upload a Target Account List

1. Select the Upload List tab
2. Download the template CSV file
3. Fill in your target companies (company name required, domain optional)
4. Upload your completed CSV file
5. Review the match results

Option C: Competitor Customers

1. Select the Competitor Intelligence tab
2. Enter up to 5 competitor domains
3. Adjust the "Likelihood of Customer" filter as needed
4. Review the potential customer list

Step 3: Refine Your Contact Criteria

After defining target companies, specify the contacts you want:

1. Under Contact Filters, select from the following:

   • Job titles or functions (multiple selections allowed)
   • Seniority level (C-Suite, VP, Director, Manager, etc.)
   • Department (Sales, Marketing, IT, Finance, etc.)
   • Years in role (minimum/maximum)

2. Set additional contact parameters:

   • Exclude contacts with unverified emails (recommended)
   • Include only contacts with phone numbers
   • Exclude contacts contacted in previous exports

Step 4: Set Export Size and Prioritization

1. Specify the number of leads to export (10-1000)
2. Choose prioritization method:
   • Company size (largest first)
   • Seniority (most senior first)
   • Recently appointed (newest in role first)
   • Random (evenly distributed)

Step 5: Enable Email Verification

Email verification ensures you're getting valid, deliverable addresses:

1. Under Verification Options, select verification level:

   • Basic (syntax and domain verification)
   • Standard (mailbox existence check) - recommended
   • Advanced (additional anti-spam verification)

2. Choose handling of unverified emails:

   • Exclude unverified emails (recommended)
   • Include with verification status noted

Step 6: Preview and Adjust

1. Click Preview Results to see a sample of matching leads
2. Review the preview to ensure it meets your expectations
3. Adjust filters if needed to refine your results
4. Note the estimated total matches and available credits

Step 7: Configure Export Options

1. Name your export for easy reference

2. Select export format:

   • CSV (standard spreadsheet format)
   • XLSX (Excel format)
   • Direct to CRM (if integration is configured)

3. Choose included data fields:

   • Standard fields (name, title, company, email, phone)
   • Enhanced fields (LinkedIn URL, company details, etc.)
   • AI-generated contact angles (personalized outreach suggestions)

Step 8: Process the Export

1. Click Process Export to begin
2. The system will verify and compile your lead list
3. Processing time varies based on:
   • Export size
   • Verification level selected
   • Current system load

Step 9: Download Your Leads

1. Once processing is complete (you'll receive an email notification):

   • Return to the Lead Export tab
   • Find your export in the Completed Exports section
   • Click Download to retrieve your file

2. If you selected CRM integration:

   • Leads will appear in your connected CRM
   • Check the status in the CRM Integration tab

Advanced Lead Export Features

Saved Searches

Save your search parameters for repeated use:

1. After configuring your search, click Save Search
2. Name your saved search
3. Access saved searches from the Saved Searches tab

Scheduled Exports

Set up recurring exports to maintain a fresh lead pipeline:

1. Configure your export as normal
2. Enable Schedule Export
3. Select frequency (weekly, bi-weekly, monthly)
4. Set maximum leads per export
5. Review credit usage estimates

AI-Generated Contact Angles

DealGate can automatically generate personalized outreach angles:

1. Enable AI Contact Angles in export options
2. The system will analyze:
   • The contact's role and background
   • Their company's recent news and developments
   • Industry trends and challenges
   • Your product's relevant benefits
3. Each contact will include 1-3 suggested personalization angles
4. Use these angles in your follow-up templates

Understanding Verification Indicators

Each exported lead includes verification indicators:

| Indicator | Meaning | | --------------- | ------------------------------------ | | ✅ Verified | Email confirmed deliverable | | ⚠️ Likely Valid | Domain valid but mailbox unconfirmed | | ❓ Unverified | Unable to verify deliverability | | ❌ Invalid | Known undeliverable address |

Credit Usage and Optimization

Each verified lead exported consumes one credit:

• Optimize usage by refining filters before export
• Preview first to estimate required credits
• Export in batches for targeted campaigns
• Monitor performance to refine future exports

Integrating with Your Sales Workflow

CRM Integration

Connect DealGate to your CRM for seamless workflow:

1. Go to Settings > Integrations
2. Select your CRM platform
3. Follow authentication steps
4. Map DealGate fields to your CRM fields
5. Test with a small export first

Email Integration

Connect with email platforms for direct outreach:

1. Go to Settings > Email Integration
2. Select your email platform
3. Configure connection settings
4. Enable tracking for LeadFollow monitoring

Troubleshooting Common Issues

Limited Results

If you're seeing fewer results than expected:

1. Broaden industry or firmographic filters
2. Expand job title selections
3. Consider including unverified emails
4. Check for overlapping or conflicting filters

Verification Failures

If many emails are unverified:

1. Try standard verification instead of advanced
2. Include unverified emails in export
3. Adjust company size (larger companies typically have better verification rates)

Export Processing Delays

For slow-processing exports:

1. Check for system notifications
2. Reduce export size
3. Lower verification level
4. Try during off-peak hours

Best Practices for Lead Exports

Quality vs. Quantity

• Target your ideal buyers: More specific is better
• Prioritize verification: Quality leads outperform larger, unverified lists
• Segment your exports: Create role-specific lists for targeted messaging

Compliance Considerations

• Ensure your usage complies with applicable laws (GDPR, CCPA, etc.)
• Document your legitimate business interest
• Include unsubscribe options in all outreach
• Follow DealGate's acceptable use policy

Optimizing Export Frequency

• Sales cycle-aligned exports: Match export frequency to your sales cycle
• Seasonal adjustments: Consider industry-specific timing
• Credit budgeting: Allocate credits across the month/quarter

Next Steps

Now that you've exported your verified leads:

1. Set up LeadFollow tracking to monitor prospect engagement
2. Develop effective follow-up templates for your outreach campaigns

For assistance with your lead export strategy, contact our customer success team through the chat icon in your dashboard.