Training Webinar: Contact Record Export Builder

Training Webinar: Contact Record Export Builder

This training will cover:

  1. Creating Bundles with one or more Layouts
  2. Understanding Primary Content in Layouts
  3. Using Filters
  4. Adding and Mapping Fields in Layouts
  5. Use cases to help streamline reporting
  6. Exporting Bundles one-time manually, or automatically based on a schedule


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