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Download a prospect's communication history as PDF

Written by Luis S.

Overview

Export a prospect's full conversation history from the Command Center as a PDF. Use this to save or print records of all communication with a prospect.

Steps

  1. Go to the Command Center

  2. Select the prospect or conversation

  3. Click the + icon next to the text box

  4. Click Download Prospect History as PDF

The PDF downloads immediately and can be saved or printed.

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