Here's how you download clients as a CSV using the XILO Dashboard:

  1. Login to the XILO Dashboard

  2. On the Prospects Table, click each checkbox of the clients you want to download or select the checkbox next to "Prospect" to select all records

3. Once completed, just above the checkboxes in the top left of the table select the smaller "Action" button

4. Select "Export to CSV"

export_prospects.png



Voila! This will download all selected clients as a CSV file.

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