Below you will be shown how to export the prospect details in the call list to your local disk:
- In the My Lists tab, select the call list(s) you would like to export.
- Click on the Export CSV button at the top right of your screen.
- The selected call list(s) will be exported to your local disk in CSV format.
- Managers can select and export their team members call list(s) displaying under My Teams Lists section.
- 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 ConnectLeader Support for any questions at firstname.lastname@example.org or 603-952-2505.