Go to "Account Settings" at the page's bottom-left.
Select "Profile Settings".
Select "Export Templates".
Click "New Export Template."
Enter a name for the new export template.
Select an export type, either Property/Owner Data or Activity Data.
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.
After selecting, click on "Save".
The new export template will appear under the selected export type and can be edited or deleted as needed.
How to Customize the Export Fields (Prospect By Buildout)
Updated over a month ago









