Export a prospect’s network connection information

  1. From the prospect's Wealth and Ratings screen, select the Affiliations tab.

  2. Expand the Network connections section.

  3. From the menu bar in the section, select 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:

    • Open the export file and review the content before saving

    • Save the export file to a location you select

    • Cancel the export process

    • If you save the export file, a new message box appears, allowing you to:

    • Open the folder in which the export file was saved

    • Open the export file

    • View all downloads