When it comes to managing and exporting your lead data, you need a way to easily choose which fields you want to send to you clients. We’re introducing a new feature called Export Templates which is located under the Administration Panel of your Waypoint Software instance.
To add a new template once you’ve navigated to the Export Template screen, simply click the plus button on at the top right.
Designate a unique Name for the template, and then simply CTRL+Click the different fields in which you wish to your template to export. All headers inside your system, including custom headers, are included in this list.
Once you’ve named the template and selected all the headers you wish to export, hit the Save Changes button. This will add the export template and allow you to utilize it while exporting searches both through the Inventory, as well as the Lead Mining tools. These templates are able to be edited, or deleted at any time by using the options buttons to the right.
To use an Export Template for your Inventory exports, simply select the desired template from the drop down list at the top of your search results before selecting the Export All button. If no template is selected from this list, the file will download with all available headers.
To use an Export Template for you Lead Mining exports, simply select the desired template from the drop down list while setting up the lead mining. By default this is set to “All Fields” and will export all available headers for the search.