Looking to export a list of People, Companies, or Jobs to a spreadsheet in Big Biller? This article will walk you through how to do it!
Please note that Activities will not be included in the export.
To start an export:
- To begin, make sure that you’ve run a Search, opened up a Hotlist, navigated to the People Dashboard, or navigated to a Pipeline to locate the appropriate records
- Select the check boxes to the left of the records you wish to export and then click on the action icon at the top of the list
- Select Export to Spreadsheet and the spreadsheet request will be entered into the queue
- Depending on the size of your list, it make take some time to export
- You’ll see a blue slide-out in the bottom left corner of the screen confirming that the request is being processed
- You’ll see a new notification in the top right corner of Big Biller once your export is ready to download
- As soon as the file is available to download, you can access it at any time from the Files & Exports page within Settings or by clicking on the corresponding notification