⚠️ IMPORTANT: This article refers to the Legacy version of SalesNexus. The Legacy SalesNexus will be sunset by the end of July 2026. It's time to migrate to the new SalesNexus. Here's how to start the process.
If you need help, consider our Migration Training and Full Service Migration packages.
1. Go to Groups and click on Create Group Lookup
2. Create your lookup by adding your search criteria
Here's an example;
3. After adding the criteria, hit the Search button.
4. The list of items that matches the criteria will show up. Then click the Make This My Lookup button.
5. You can also add these new list to a new group
6. Export this list as Excel or CSV file format.
7. Select columns to show
Choose from the fields on the left side and move it to the right side and save.
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