If you'd like to identify and export a list of all Recordings that are not currently connected to Master Deals, navigate to the Master Deals tab:
Click the magnifying glass and do a Find under Deal Name. By searching for an asterisk (*), SR1 will search for all Deal Names.
You now have a found set of all Recordings that are connected to Master Deals. If you click on the magnifying glass with an "X" in the middle, this will show all Recordings that were omitted from this set.
You should now have a found set of all Recordings that are NOT connected to Master Deals.
To export this list to Excel, go to List View and click the Excel icon.
Written by Sara
Updated over 10 months ago