Below you can find how to export the prospect details in a call list:
- In the Lists tab, select the call list(s) you would like to export.
- Click on the Actions button on the top and select the option Export.
- The confirmation message below will be displayed to export the list. Click Confirm.
- Once the list has been exported successfully, a confirmation message "List(s) Exported Successfully" will be displayed.
- The selected call list(s) will be exported to your computer in CSV format.
NOTE:
- Managers can select and export their team member's call list(s) displayed under the My Team's Lists stab.
- The list will be exported as a compressed ‘Zip’ file, with the name ‘My Lists’. You have to extract the zip file to view the exported CSV file.
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.