How to export your search
Once you've got your list paired down to your target audience, click the Excel button to export.
Then on the export screen give it a name and be sure to pay attention to the Person and Firm Tab and the check box below.
If you want to AVOID duplicates you can check off "omit previously exported persons". And then filter either ME or TEAM and the number of days you want to go back and omit.
If you want to view your exports at a later time you can always navigate to the "Exports" tab on the left side of your screen.
If you have any questions please reach out to us at support@advizorpro.com