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How to customize your export layout
How to customize your export layout

By default, ProspectNow includes every column in your export file. In this article, you'll learn how to export on the columns you want

Updated over a year ago

1. Click on Export

Click on Export

2. Click on Change Layout

Click on Change Layout

3. Type "Input Your Profile Name"

Type "Input Your Profile Name"

4. Within Layout, make sure it says "Add New"

Within Layout, make sure it says "Add New"

5. Click on Unselect All

Click on Unselect All

6. Click on the available dropdowns and then select the information you want in your export

Click on the available dropdowns and then select the information you want in your export

7. Click on Save Profile

Click on Save Profile

8. Within Layout, your newly created export layout will be selected

Within Layout, your newly created export layout will be selected
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