To export prospects and their influencers, navigate to the prospects tab on the left side of your screen.
The Prospects Tab will provide a list of all Prospects, but you can further narrow your search with the stage, score, care type, lead source, prospect attributes, timing, and activity/inactivity filters.
Once your desired filters have been set, to export prospects and their influencers, click on "Export" on the bottom right of the prospect table. A pop-up will appear and a spreadsheet file with the prospect information will be exported.
Note that any selected filters will apply to your exported file.
Select the boxes you want to include in your exported list (i.e. prospects, second resident, influencer). You can click the arrow to the right of each selection and narrow down the information you want to include in your export. You will then click "export" and it will download.
For Google Chrome Users, this download will appear on the top right of your browser:
For Firefox Users, this will appear when you click export:
