Export a prospects’s constituency information

1. From the prospect's Wealth and Ratings screen, click the Affiliations tab.
2. Expand the Constituencies section.
3. From the menu bar in the section, click the drop-down arrow next to the Export icon.
4. The drop-down menu allows you to export the content to a CSV or XLSX format. Select your format.
5. At the bottom of the page, a message box appears. From here, you can:
a. Open the export file and review the content before saving
b. Save the export file to a location you select
c. Cancel the export process
6. If you save the export file, a new message box appears, allowing you to:
a. Open the export file
b. Open the folder in which the export file was saved
c. View all downloads

 

 

You are here: Overview > Need Help With Prospects? > Prospect Research Wealth Record > Prospect Affiliations > Constituencies > Export prospect constituency information