Exporting the Group

To export the new group to a spreadsheet:

1. Select the Wave Activity, for example, Tradeshow Mail Shot.
2. Click the workflow button Create File For External Use. The Wave Activity Progress page is displayed.
3. Confirm the group to be exported from the Group field.
4. Click on the Save button. The Export File Options page is displayed. Note: if the output file already exists, it will be overwritten with no warning.
5. Select the Spreadsheet (CSV) option. The list of contacts is displayed in spreadsheet format in a new window and can be sent to the external fulfillment house for processing. Complete the communication and export details and select Save. This allows a record to be kept against this Wave Activity and against each person in the group. The link to the exported group can also be viewed from the My CRM | Shared Documents tab. Once the wave activities have been completed, the workflow button, Completed, can be used to change the status of the wave activities. The Actual Cost of the wave activities and the Wave Status can also be updated.