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Exporting lists of Prospects or Clients
Posted by Diane Jessup, Last modified by Stephanie Kano on 29 December 2016 11:17 PM

To export a client/prospect list

Go to people list clients search for the group you wish to export by using the search options.

Select the export button on the top tool bar. Select the client list you want to export from the options offered.

On the Export To- select File

On the Export as- select Tab delimited.

Click the Set fields to export button and click and drag all of the fields you wish to export to the right.

Select the export button and rename and save this file on your computer.


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