Follow

Export prospects

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)
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request