When exporting recent activities of the call lists, it will only include activities from the past 60 days.
1. Click on Call Lists.
2. Click on Export Recent Activties tab.
Once the file has been downloaded, you will be able to access it on your device and open the exported file.
Sample exported file:
Column information fields that are included in the export.
Name | name of the task or activity |
Call List | name of the call list |
Comments | notes/nformation from the call, email, meeting, or other interaction |
Type | type of interaction, such as call, email, meeting, or other |
Call Result | whether the call was reached, not reached, or left a voicemail |
Contacts | names of the contacts |
Properties | address of the property |
Created At | date when the task or activity was created |