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Phone banking export

Choose the Segment or List you would like to export. Click on the gear icon next to the Segment or List and click "Actions" in the drop-down menu.

 To export for Phone Banking, click the Phone Banking icon in the Actions modal. 

Next, name your Export. Click "Configure Export." 

The next screen will prepopulate the necessary information for phone banking initiatives. You can select any additional data you would like to add in the export. Click "Export" to complete the export. The export CSV will include only usable landline phone numbers + general contact information.