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.
Updated 3 months ago