Prospector Plus Help

[ins1234]

Are there any State Farm agents who know how to export their client list out of prospector plus? I have tried several different methods and can't figure it out.

Thanks!

 

[TeleCommuter]

Why not use Control-D? - Premium by household with address. Save to text, PDF or Excel file that you can edit.

 

[ins1234]

Thank you! Would you mind walking me through a step by step on how you do this?

 

[TeleCommuter]

Or in P+. Lists/Create A List/Create My Own (CLM)

Select attributes - Demographic Info - Last beginning with A through Z

Show results as Household or Individuals

Select Approach as phone - Apply - Create List

 

[ins1234]

Awesome, will this include email addresses for all of the clients in my book?

Thanks for all your help on this!

 

[GWash88]

Does anyone know if I can purchase Prospector plus for personal use? Love the system and I work in other fields as well that it would really useful for keeping up with leads.