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Export Filtered Power List

  • April 29, 2016
  • 4 replies
  • 42 views
elizabeth_adams_c593ee
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Our CSMs can go and view Power List results and use the filters to view their contacts. It would be really great if they could export a filtered list from the preview so they can easily check their contacts.

Elizabeth Panska
    jean.nairon
    llakata
    elizabeth_adams_c593ee

    4 replies

    lila_meyer
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    • lila_meyer
    • Gainsight Employee ⭐️⭐️⭐️
    • May 2, 2016
    While there isn't an export option, you can send a test email with the power list. The test email will include a spreadsheet containing the list of contacts included in that power list. 
    Lila Krutel, Dir. Global Education Services
    elizabeth_adams_c593ee
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    Thanks for the response. I can run a test email, but my suggestion is more about enabling the CSMs to easily review and validate their contacts ad hoc. Since the list is dynamic, it would be best if the CSM could filter to their own contacts then export that list for easier viewing.
    Elizabeth Panska
    R
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    • rakesh_lingala
    • Helper ⭐️⭐️⭐️
    • August 21, 2019
    Hello Elizabeth!



    Happy to announce that your request has been considered and included as part of v6.5 release. You can find the relevant information in our Gainsight v6.5 Release Notes.



    Due to this enhancement, the 'Adding Participants to a Program' article is updated.



    Thanks for posting!

    R
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    • rakesh_lingala
    • Helper ⭐️⭐️⭐️
    • August 21, 2019
    Hello Elizabeth!



    Happy to announce that your request has been considered and included as part of v6.5 release. You can find the relevant information in our Gainsight v6.5 Release Notes.



    Due to this enhancement, the 'Adding Participants to a Program' article is updated.



    Thanks for posting!

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