Prospect Conversion Stats: Exporting Contact Details to CSV

Last updated: July 8, 2026
Applies to: Owner / Manager / Staff 
PLUS feature: Yes

Table of Contents

1. Overview
2. Why export contact columns?
3. Prerequisites
4. How to export
5. Detailed View column reference
6. Summary View
7. Keeping contact data accurate
8. FAQs
9. Related Articles

Overview

The Prospects Conversion report tracks how prospects move from first inquiry to won or lost. The export csv option on that report now pulls in contact details — client email and account manager info — so you don't have to open each client profile, or run a separate All Clients export, to know who to call or email.

The export has two modes, controlled by the Detailed View toggle on the report:

Contact columns appear only when Detailed View is on before you export — there's no separate setting to include or exclude them. The export itself is manual: you set filters, click export csv, and download a snapshot. Nothing runs automatically in the background.

Why export contact columns?

The report already shows names, statuses, and follow-up dates on screen. Contact columns in the CSV let you act on that list instead of just reading it:

• Reach the right person — the prospect is often a student; the parent or guardian on the account is usually who books and replies.
• Follow up faster — export pending or overdue prospects with emails attached, ready for calls, personal messages, or import into another tool.
• Win back lost prospects — filter to Lost, export with lost reason and contact info, and work it as a re-engagement list.
• Coordinate handoffs — send a filtered export to an assigned staff member with exactly who to contact and when follow-up is due.

Account manager columns follow the same order as the All Clients CSV export, so contact fields stay consistent across every export you run.

Prerequisites

How to export

1. Go to Clients > Prospects Conversion.
2. Set filters if you want a narrower export — date range type (client created, new prospect, assigned staff, or closed), date range (default is roughly the last 30 days; limited to 90 days from the start date), status (Pending/Won/Lost), assigned staff, client, or CRM prospect status. Filter choices are remembered in your browser for next time.
3. Turn on Detailed View if you need contact columns and one row per prospect. Leave it off only for a staff-level summary with no contact info.
4. Click export csv:
   
   
   
5. In the Export Prospects Conversion Stats as CSV dialog, confirm the row count. If nothing matches, adjust filters and try again: 
   
   
   

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6. Click Download CSV.

The file downloads as prospects-conversion_report_[date and time].csv and opens in Excel, Google Sheets, or any CSV-compatible app.

Detailed View column reference

In Detailed View, contact columns appear at the end of each row, after Assigned Duration Days. These are the only contact fields in the export — no phone numbers or addresses are included.

Full column order: Assigned Staff, Client, Client ID, Prospect Date, Last Follow Up, Next Follow Up, Closed Date, Status, Lost Reason, Subscription, First Invoice, Prospect Duration, Assigned Duration, Prospect Duration Days, Assigned Duration Days, then the five contact columns below:

When cells are blank

Blank cells are normal — the export doesn't invent or fix missing data.

Other columns in Detailed View (non-contact)

These columns appear before the contact block at the end of each row: Assigned Staff, Client, Client Id, Prospect Date, Last Follow Up, Next Follow Up, Closed Date, Status, Lost Reason, Subscription, First Invoice, and four duration fields (Prospect Duration, Assigned Duration, and their day-count equivalents). Duration fields may be empty for pending prospects or when start/end dates are missing.

Summary View

With Detailed View off, the CSV aggregates by assigned staff member instead:

Summary View does not include Client Email, account manager fields, or any other per-prospect contact column.

Keeping contact data accurate

The export reads from existing client records, so the contact columns are only as good as your data:

1. Set the student's email on the prospect/client profile when you have it.
2. Link account managers (parents/guardians) on the client profile and make sure their email is filled in.
3. Keep account managers in the order you want them to appear — the first two on the profile are what show up in the file.
4. Update records before exporting if you've recently added or changed contact info.

FAQs

Q: Why don't I see the export option?
A: The Prospects Conversion report requires Opus1 Plus (CRM) — without it, the page shows an upgrade message. If Plus is enabled and you still don't have access, check your role.

Q: What's the difference between Client Email and AccountManager Email?
A: Client Email is the prospect's own email. AccountManager Email fields hold contact info for linked account managers — for student prospects, that's typically a parent or guardian.

Q: Why are some AccountManager fields blank?
A: Either no account manager is linked, only one is linked (so AccountManager 2 is empty), or that account manager doesn't have an email on their profile.

Q: Can I import this CSV back into Opus1.io after editing it?
A: No — this export is for analysis only. Update prospect or client records directly in Opus1.io.

Q: Do I still need the All Clients export for contact details?
A: Not for prospect conversion follow-up — this export now covers it. All Clients is still useful for broader client data needs.

Related Articles

• Understanding Follow-Up Date Tags on the Prospect Board 
• How do I change my client's account managers?