You can choose from a variety of platforms where to export companies and signals.
First, make sure that you have connected your CRM or Slack account in Vainu settings before trying to export. Exporting companies and signals is super simple!✌️ There are 3 ways to do it:
1. Export companies from your search results
2. Export company from the company profile
You can find the same export icons on the company card in the top right corner. ↗️
3. Export a signal in the Signals view
You can find the same export icons when Viewing Signals:
The Connector allows you to widen the possibilities when exporting companies from Vainu. Create multiple objects at the same time to link them together. To edit the exportable fields navigate to Connector settings.
Depending on the availability in your CRM, you can export these objects:
- Company / Account
- Deal/ Lead/ Opportunity (Available with Connector)
- Task (Available with Connector)
- Note (Available with Connector)
‼️ Note! Some objects are only available with new Connector settings. If you don't see these options. Contact your Account Manager or Customer Success team to activate the feature.
Check our other commonly asked questions:
Should you have any questions, please contact us through the Vainu Chat or by sending an email to email@example.com 📫