ProsperWorks allows you to export filtered lists for Leads, People, Companies, Opportunities, and Projects.
- Navigate to the list view of the data you wish to export a filtered list of (Leads, People, Companies, Opportunities, or Projects)
- Select the record(s) you wish to export
**Tip: You can use Custom Filters to help you slice and dice your data into more meaningful lists.
- Click on the Export icon in the bulk action items
- Confirm if you would like to export only the selected records, all the records, or all the records that match this filter.
- Click Export
- A confirmation message will display in the bottom right corner of the screen
- You will receive an email with an Excel file of the exported data