Export prospects in CSV format to perform a bulk update, fix sync errors, or use
prospect data for external reporting.
Required Editions
| User Permissions Needed |
| To export prospects: |
Account Engagement Administrator,
Marketing, or Sales Manager role
|
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Open the Prospects page.
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Click Tools, then select CSV Export.
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Name the export.
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Choose the export type.
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Click Export.
Exports with fewer than 100 rows are available instantly. To download your export file for
large data sets, navigate to Admin (Account
Engagement Settings in the Lightning app), and then
Exports.
A slash character (/) is prepended to any field that begins with special characters.
