| 1. | From the prospect's Wealth and Ratings screen, click the Biographical Information tab. |
| 2. | Expand the Relationships section. |
| 3. | From the menu bar in the section, click the drop-down arrow next to Export list. |
| 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 |