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How to Export Campaign/Prospect Data

Resources

→ How to Export Lists From PropStack™

→ Export Information Explained

Export prospects by lead stage (all campaigns)

  1. Open PropStack™ and click Prospect Records.
  2. Under Lead Stages, choose the stages you want and click Apply.
  3. Select the prospects, then click Take Action → Export as CSV.

07-take-action-tags.png
07-take-action-tags.png

Export prospects from one campaign

  1. Go to Campaigns and open the campaign.
  2. Click Prospects & Messages.
  3. Choose the lead stage you want to export from the drop-down.
  4. Click Export.

You can also export a campaign from the Campaigns page: click the three dots next to it and choose Export.

Tip

To export a single prospect, find them with the Search box in PropStack™ → Prospect Records.

Questions? Email support@leadsherpa.com.
 

For additional information pertaining to the topic, please refer to the video below.


 


 

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