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How to Export Your Prospects
How to Export Your Prospects

This simple guide will walk you through the process of exporting your contacts from PULSE by Penny in just a few clicks.

Melissa Trottier (she/her) avatar
Written by Melissa Trottier (she/her)
Updated over a week ago

Exporting your Prospects with PULSE by Penny is a quick process that downloads a copy of prospect information to your computer in a .csv (Comma Separated Value) file that can be edited and saved locally on your computer. A .csv file is a standard file format that can be viewed and edited by a spreadsheet program like Microsoft Excel.

Export a list of your prospects from the PULSE by Penny mobile app 📱

1 - Click on "More" then click on "Contacts"

2 - Click on the 3 dots at the top right

3 - Click on "Export Prospects"

4 - Save to file.

Export a list of your prospects from the web version of PULSE by Penny on a computer 💻

1 - Go to the Contacts section

2 - Select "Export" at the top right

3 - That's it The file will be saved as prospects.csv on your computer

Hot Tip: Uncategorized contacts must be converted to a "Prospect" to be included in the export.

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