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How to export a list of prospects

You can easily export prospects into a CSV file by applying filters and selecting the records you need.

Sharon Drelevich avatar
Written by Sharon Drelevich
Updated over 2 weeks ago

Steps to Export Prospects:

  1. Go to the Prospects Area

    • Navigate to the Prospects section in your Alta workspace.

  2. Apply Filters (Optional)

    • Use filters to refine the list you want to export.

    • You can filter by:

      • Campaign

      • Rep

      • Status

      • Engagement

      • Channel

  3. Select Prospects

    • Once your filters are applied, select all the prospects you want to export.

  4. Export to CSV

    • Click the Export button on the right side.

    • The system will show the total number of prospects included in the CSV file.

That’s it! You’ll now have your selected prospects exported and ready to use.

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