Excel export for Sales opss

By the Mail → Excel team · Updated 2026-10-20

Deals live in threads, not in the CRM. A weekly export catches everything that never reached the pipeline. This page lists the exact columns, an example row and the command that produces it.

Columns to keep

Column	Why it matters
`lead`	Contact name; deduplicate on email.
`company`	Company name for B2B leads.
`stage`	Pipeline stage as a fixed vocabulary, not free text.
`owner`	The person responsible — assignments often happen in Cc.
`next_step`	The single next action, written as a verb.

Example row

One real-shaped row from this role’s export:

lead	company	stage	owner	next_step
J. Smith	Orion Ltd	demo	A. Lee	send proposal

Export it in one command

python mail_to_excel.py \
  --host imap.example.com --user you@example.com \
  --days 31 --fields lead,company,stage,owner,next_step \
  --out sales-ops.xlsx

The --fields option is what turns a raw dump into a report your role can use.

Provider notes

Gmail app passwords require 2FA; sales teams on Workspace should use OAuth to avoid admin blocks.

Two pitfalls that ruin the file

Personal addresses mix with company leads — Add a «domain type» column (free mail vs company) instead of guessing intent.
GDPR requests become impossible to answer — Keep an exported copy per period and delete on schedule; record deletion dates.

Next step

Step-by-step: export sales ops email to Excel · all roles · ready script ($3)

FAQ

Can this feed a CRM?

Export CSV and map columns to the CRM import format; deduplicate by email before importing.

How do I track follow-ups?

Add a «days since last reply» formula in the sheet — it surfaces stalled threads immediately.

Is there a ready script for this?

Yes — the Python script exports any IMAP mailbox with the fields listed above; it costs $3 and runs locally.

Related guides

Export sales ops email to ExcelStep-by-step with the same columns and command.
All roles20 professions, one export method.