Point2 allows you to quickly and easily export your website prospects into a CSV file. We have some options specific to the contact management software of your choice, that allow for a smooth transfer of your prospect data. If you don't use one of the clients in the list, you can still choose any of them and the file is exported to a CSV file for you to save or use however you want.
Prospects can be exported from your account in 3 different ways – All Prospects, Selected Prospects or Prospect Groups.
Export all prospects:
- Sign in to your Point2 account at www.point2.com
- Click Prospects from the top menu
- Click Export Prospects
- Select the program to which you wish to export your prospects
- If you don't have any of those specific programs, click on any one of them and it's just a CSV file in a specific format provided so you can still use it
- Click Export
- An Excel CSV file will be created in the format appropriate for the contact program you chose
- Save the Excel file to your computer making sure you are saving as file type CSV (Comma Delimited)
Export selected prospects:
- Sign in to your Point2 account at www.point2.com
- Click Prospects from the top menu
- Click View Prospects
- Select the prospects you wish to export by placing a check directly to the left of each
- Click Export Prospects at the bottom
- Select the program to which you wish to export your prospects
- If you don't have any of those specific programs, click on any one of them and it's just a CSV file in a specific format provided so you can still use it
- Click Export
- An Excel CSV file will be created in the format appropriate for the contact program you chose
- Save the Excel file to your computer making sure you are saving as file type CSV (Comma Delimited)
Export prospect group:
- Sign in to your Point2 account at www.point2.com
- Click Prospects from the top menu
- Click Prospect Groups
- Click View next to the group
- Click Export Group Members
- Select the program to which you wish to export your prospects
- If you don't have any of those specific programs, click on any one of them and it's just a CSV file in a specific format provided so you can still use it
- Click Export
- An Excel CSV file will be created in the format appropriate for the contact program you chose
- Save the Excel file to your computer making sure you are saving as file type CSV (Comma Delimited)