The November feature release includes exporting a snapshot of rules, but it would be awesome if we also had the ability to export a snapshot of the configuration of Copilot outreaches, including power list logic and scheduling. We have over 100 outreaches and managing these items is a slow, manual process.
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Agreed. Copilot tends to get the stepchild treatment.
No disrespect to CoPilot, Jeff!! We considered Rules higher priority based on the number of times we had been asked for this export. But it definitely makes sense to have CoPilot details, too.
We have implemented this in 5.6 release.
Navigate to Administration>>Config Snapshot>>Click on Take a snapshot.
Once the snapshot is completed you will get an email, then download the link.You will see all the Outreach and Power List configuration.
Once the snapshot is completed you will get an email, then download the link.You will see all the Outreach and Power List configuration.
Basic info about the Config Snapshot feature is available in this article.
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