Exporting
Tutorial videos demonstrating how to download and export from the platform.
- Exporting Contact Activity and Details in CSV FormatIn this video, I walk you through the process of exporting contact activity entries and top-level contact details in CSV format. Each time you initiate an export, you'll see a notification that the download is being prepared, and once it's complete, it will save to your downloads folder. I also highlight that you can export from both the core table and the UK stakeholder group section, as well as collect activity entries by selecting a specific date range.
- Stakeholder Selection and ExportIn this video, I explain the updated process for selecting stakeholders in our table. You can now select all visible individuals or choose to select everyone in the table with a single click. Additionally, I've highlighted the new feature that allows you to export the activity records for the selected individuals.