This feature is only available to Admins and Leads
In order to make the most of your organizing, you will likely need to export information on occasion out of Action Builder. The export button allows you the ability to take information out of Action Builder at any time. You can export one record per individual, or you can export all phone numbers, email address, home addresses or jobs that exist in Action Builder, including multiple options per person.
Step 1: The first step is to open Wall Chart and click Export
Step 2: Choose your export type Standard or one of the Specialized options
Step 3: For Specialized Exports you can select the data points you want such as Email Addresses, Phone Numbers, Home Addresses or Jobs
Step 4: When doing a Standard Export, you can click on the check boxes to add or remove a field from the export. At the bottom, you can select from the list of Tag Groups to export as well.
Step 5: If you don't want the entire Tag Group, you can click on just the specific Tag Category or even the specific Tag
Step 6: When you're ready, click Export
Action Builder will send you an email with the file once it's ready.
Please sign in to leave a comment.