The Export feature is used to select and export the prospects to your computer in ‘CSV’ format.
Below you can find how to select and export the prospects:
- In the Cadence » Prospects » All/Active tab, select the prospects that you wish to export by clicking the checkbox to the left.
- Then, select the option Export from the Action dropdown.
- A confirmation message will be displayed. Click Export to export the prospects.
- You can find the exported prospects list in your ‘Downloads’ folder.
Please contact Koncert Support for any questions at email@example.com or 603-952-2505.