Lots of information can be exported from Outreach. You can export from nearly anywhere. Depending on what information and how you want information organized will determine how and where you export from.
In this article you’ll learn how to export and find:
- Export from Sequences:
- Prospect information
- Prospect sequence information
- Export Reports
- Prospect reports
- User Sequence
- User Mailings
- User replies
Sequence specific exports:
Exporting from Sequences:
When you’re in the sequences tab, Next to the “+ Add” button is an "Export" button for a drop down menu. Clicking on that dropdown menu will reveal the Export options for all of your sequences.
This is where you’ll have the options to export Stats, Prospects and Replies for all of your sequences
Exporting reports for specific sequences:
Once clicked into a sequence you’ll have the option to export information for that specific sequence. Next to the “+ Add Step” button in the right hand corner is the drop down arrow. This arrow allows you to export stats, prospects, and replies for this specific sequence.
The options to export these stats, prospects, and replies will appear no matter what screen you’re in under sequences.
Exporting specific prospect information:
On any screen what displays a list of prospects, checkboxes will appear on the left hand side of the prospect. Once clicked, the top menu will change to display a new set of buttons, including a button for “more.” This is where you’ll export the prospect information for those specific prospects.
Exporting from Reports:
In Reports, next to the in app refresh button, there’s a dropdown arrow that offers options to export bulk data from all reports.
Note: the report that is generated is related specifically to the time interval selected at the top of the screen.
Exporting specific prospect report:
Clicking on any of the “Prospect Overview” metrics, will display the corresponding prospect report specific to the time interval selected.