In this article, you'll learn how to export data, what constitutes an export credit, how to find out how many export credits you have left, and more.
How do I export?
Once you've got your list narrowed down to your target audience, click the Excel button to export.
Note: An export credit is one contact ("Person"). You will be notified if you do not have enough credits to export.
Then, on the export screen, give your export a name and be sure to pay attention to the Person and Firm Tab and the check box below.
How many credits do I have left?
In order to see how many credits you have left, click the export button.
Towards the top of the pop-up , you'll see "X of X available credits will be used."
How to avoid exporting duplicates you've already exported previously:
If you want to AVOID duplicates you can select the "omit previously exported persons" box. Filter either ME or TEAM and the number of days you want to go back and omit.
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