To export your records from ProsperWorks:

  • Click the 'Settings' link from the left-hand menu.
  • Choose the 'Export Data' option from the 'Data Management' section.
    You'll see options in the page to export the following types of data:
    People
    Companies
    Opportunities
    Projects
    Tasks
    Leads
  • Click the blue 'Export [record type]' button below the record type you want to export.
  • You will receive an email from Copper when the export is ready for download.
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