Export Notes in Outplay
Overview
Outplay now allows users to export notes effortlessly. With the new Export Notes option under the Create Prospect/Account/Opportunity dropdown, users can export all their notes into a CSV file for easy access and record-keeping.
Steps to Export Notes
Follow these steps to export notes in Outplay:
- Access the Create Prospect Dropdown
- Navigate to the prospect module.
- Click on the Create Prospect dropdown menu.
- Select Export Notes
- From the dropdown list, click on Export Notes.
- The system will compile all available notes into a CSV file.
- Download the CSV File
- Once the export process is completed, the CSV file will be available for download.
- Click on the download link to save the file to your device.
Additional Notes
- The exported CSV file will contain all notes, including timestamps and associated prospect details.
- Ensure you have the necessary permissions to export notes in your account settings.
- The exported data can be used for reporting, analysis, or backup purposes.
This feature helps streamline record-keeping and enables users to manage notes more effectively within Outplay.
Updated on: 13/02/2025
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