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How to Customize the Export Fields (Prospect By Buildout)

  1. Go to "Account Settings" at the page's bottom-left.

  2. Select "Profile Settings".
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  3. Select "Export Templates".
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  4. Click "New Export Template."
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  5. Enter a name for the new export template.
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  6. Select an export type, either Property/Owner Data or Activity Data.
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  7. To include fields in the export, click the arrow next to each data field name to select them.

    • Scroll down to see more available fields, or enter the field name in the search bar to find and select it directly.
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  8. After selecting, click on "Save".
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  9. The new export template will appear under the selected export type and can be edited or deleted as needed.
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