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How to Export a Prospect List on Outplay
Learn how to export your prospect list with the desired columns
Exporting a custom prospect list is an important task for sales teams to manage and analyze their prospects effectively. Outplay allows you to apply various filters/sort to your prospect list and export them with the specific columns that you require.
In this support article, we will guide you through the process of exporting a prospect list from Outplay.
- Log into Outplay. In the Engagement section, click Prospects on the sidebar menu.
- Here, you can view all your prospects.
- Apply filters: You can filter by a variety of factors, such as engagement level, account stage, and more, to create a custom prospect list.
- Sort the prospect list: You can sort by name, owner, stage, and more.
- Click the Export button to begin the export process.
- In the Export Column window that pops up, select/ deselect the checkboxes for the Default or Custom Columns you want to include in the export.
- Click Export.
After the export is complete, you'll receive a notification indicating that the CSV file has been downloaded and saved on your system.