How do I Export Data from My Outreach Tracker Tab?

Export Table

To export your current Tracker tab view to Excel,

  1   Click Export.

  2   Choose Export Table (.xlsx).

  3   Select what you want to export.
 

• Tracker -  Pre selected, on as default. Contains all the data from your Tracker tab, as organized when exported
• Activities - Lists a detailed record of activities for the filtered companies in the Tracker
• Contacts - Lists the contacts associated with the filtered companies in the Tracker
• Notes - Contains any notes created in the Company Name > Company Details > Notes section for the filtered companies in the Tracker

  4   Make your selections for opening or saving the file. Click OK.