- Exporting Customer Potentials

  • Go to the "Potentials" tab
  • Select "Export All Potentials" under the "Potential Tools" panel below the potentials list table
  • This will generate a report with all the contacts and columns for various fields
  • The columns can then be customized based on the necessary fields.
  • Note: If the number of potentials is large (in thousands), the system will take a few minutes to generate the report.