export additional column
Is there a way you can add a column we upload to Voicent on our export file? We load a column called account ID, we don’t label them since we don’t need them on the call but that account id is important to be able to load the files back into our crm? The sales department used the Lead ID. They are all in the upload files. Can you make it possible the export files include the account id and or the lead id?
Yes. Just do a search or advanced search with the appropriate display columns. Run the search and export the search result.