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.
Are you looking to Import contacts into PULSE by Penny? PULSE by Penny allows you to add multiple contacts directly from a spreadsheet. This article shows you how 👇
The product images shown are for illustration purposes only and may not be an exact representation of the product.