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Exports Overview

The Export capability in the SaleMove Admin area gives the ability to create email and data exports for post-engagement information.  Users with appropriate security permissions have the ability to create and modify export templates through the advanced admin area of the SaleMove app.

 

Add Folder

The Add Folder button allows folders to be created to organize the exports in the platform.

Add Export

By clicking on the Add Export button the user has the ability to create a message or engagement export.

Export Options

An export can be created with a number of different options to designate to whom, when and what to send via the export.  This includes the ability to customize which data fields are sent with the export to the designated recipient.

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