How to create a template for saved search

Create a template from saved search: 

Lists > Relationships > customers > list. 

To modify the customer list select the customize view. Provide template name. 

Then go for More options .

There is no records found , then export the excel sheet. 

Spread sheet contain headers of your template as you constructed in the saved search. 

Leave a comment

Your email address will not be published. Required fields are marked *