If you wish to Export your search results, it can be done right from the Search page. Now, there are two ways to select records for Export:
To Export your entire list of search results - on the Search page, hit the "Export" button and select "Excel"
Navigate between the tabs of the pop-up to specify the fields you wish to Export:
💡 TIP:
Hit "Save contact fields" to save your current selection for future Exports.
Then, hit "Next". In the following pop-up you can Limit total records and records per company in your Export:
Lastly, click "Prepare my export". You will be notified by email and inside the app once the report is ready. Simply hit "Click here" in the notification pop-up.
In the opened window you can see a quick summary and download your file:
To Export specific records only - on the Search page, check the boxes of all records you wish to export and hit the "Export" button.
From there on, the Export flow will be exactly the same as for the bulk Export explained in the first point.
Reach out to your CSM if you have any questions via email or through the in app chat service.