- On the “Appeal Summary” page, click “Prepare Your Export” on the bottom right of your screen to continue.
- You will see all the “Mandatory Fields” that will be included on your mailing list.
- You can include “Suggested Fields” and select any “Custom Fields” from your CRM that you wish to include in your mailing list.
- Once you’ve made additional selections, click “Export Now” on the bottom right of your screen.
