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Classic - Export Action Tool

Classic - Export Action Tool

Owned by Rebecca Kornblum
May 03, 2024
2 min read

Description

Users can export lead details to clients through the Export icon on the Action Tools bar.

The Export action tool contains Byte, Encompass, and Calyx options if the Superadmin and User Registration are set up correctly.

Instructions

  1. Click inFlow from the inFlow tab drop-down list.

     

  2. Click on a new lead.

     

  3. Click the Export icon on the Action Tools bar. (A dropdown opens offering the export options that have been configured in Superadmin. In this example, only Encompass is configured for export.)

     

  4. Select the correct export option. Be sure that any work or updates have been saved prior to export.

  5. A blue popup notification appears confirming the export is in progress.

     

  6. A green popup notification confirming the export has been successfully sent appears. The exported file will be assigned to and available in the specific LOS location.

 

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