Exporting Account Data with Prospect Data in Outplay

Outplay now allows users to export Account data along with Prospect data. This feature enables users to select relevant Account fields while exporting Prospects, providing a comprehensive dataset for better analysis and record-keeping.

Benefits of Exporting Account Data with Prospects

Export both Prospect and Account details in a single CSV file.

Customize export by selecting specific Account fields.

Improve data organization and reporting with combined insights.

How to Export Account Data with Prospect Data

Step 1: Navigate to the Prospects Page

Go to the Prospects section in Outplay.

Click on the Export option.

Step 2: Select Fields for Export

Choose the Prospect fields you want to include.

Enable the Include Account Data option.

Select the desired Account fields to include in the export.

Step 3: Export Data

Click on Export CSV to generate the file.

The exported file will contain both Prospect and selected Account data.

Additional Notes

Users can customize the export by selecting only relevant fields.

Exported data is available in CSV format for easy processing.

This feature helps in creating detailed reports and syncing data with other tools.

With this enhancement, Outplay improves data accessibility and organization, making it easier for users to work with comprehensive Prospect and Account data in a single export.

Updated on: 13/02/2025