You may want to work with the details for your contacts offline or import them into another application. You can export one or more prospects from the offering's prospect list.

=> From the Main Menu, click on Offerings

=> Select the offering

=> Scroll to the list of prospects

You can select one or several prospects by clicking on the box located to the left of the prospect's name.

Select More actions and then Export selected prospects.

From the page that displays, you can choose to export just the prospects you selected or you can export all prospects.

When you click export prospects, a csv file is downloaded to your computer with the details for each prospect.

Reference Materials

Support Information

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