When exporting a list, you can download the CSV file either via email or the Notification icon on the top-right corner.
Depending on the list-type, here are the types of exports you can do within a list:
|People lists||Organization lists||Opportunity lists|
|Export this view as CSV||X||X||X|
|Export all notes in view||X||X||X|
|Export all people in view||X||X||X|
|Export all introductions in view||X||X|
How to export a list
Make sure you include the appropriate columns in the saved view you plan to export.
- Click the Export button.
NOTE: If you choose Export all people in view or Export all notes in view, they will be directly downloaded as a CSV file.
- Click the Notification icon where you will receive a notification to download the export.
- Or, click the download link within the email that has been sent to your primary email address.
NOTE: The default Connections column will not export any data at the moment.