What happened
What this says
Current to 10 Oct 26Jenna Price asked how to export contact info from the brain. Bethan Lister explained the Export button on results pages; Jenna got what she needed for an outbound campaign.
Problem: customer needed to export contact details for campaign use. Handling: Bethan explained the Export button on results pages and available formats (CSV and Excel). Jenna got what she needed immediately, showing the brain creates value beyond analysis.
Details
Updated 9 Oct 26Prioritylow
Statusclosed
Categoryhow_to
Channelemail
First response (min)706
CSAT4
Helpdeskmade from
Trail
- created · Jenna Price 17 Jul 2024 17:39Hi – sorry for the basic question. The team wants to export a list of clients with their contact info for an outbound campaign. Is there a way to do that from the brain, or do we need to go back to the CRM directly? Thanks, Jenna
- public_reply · Bethan Lister 18 Jul 2024 05:25Hi Jenna, you can export from the brain. Run your search to get the list you want, then look for the 'Export' button at the top right of the results. It gives you CSV or Excel. Just so I've got this right, you're looking for Accounts data with contact details? Let me know if you need a hand with the search first. Thanks, Bethan
- public_reply · Jenna Price 18 Jul 2024 10:28Perfect – found it and got what we needed. Super helpful, thanks. Jenna
- status_change · 30 Jul 2024 23:59
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