how do I download a CSV of the names/emails that have visited our data room?
1 reply
Hi
@Mike Sherbakov
, right now we don't have a way to download this specific list, but we should.
You may know that you can download an entire pipeline via the export button in the top right. We don't have a way to target this specifically to just those who have visited one data room.
Hub does allow for automations to trigger off a file visit though. So you can set up something where if someone visits a data room, you can move them to a stage and apply a tag to them automatically in that stage as well. That may be worth considering. It will only be forward-facing. Let me know if you'd like a demo of setting those up.
You may know that you can download an entire pipeline via the export button in the top right. We don't have a way to target this specifically to just those who have visited one data room.
Hub does allow for automations to trigger off a file visit though. So you can set up something where if someone visits a data room, you can move them to a stage and apply a tag to them automatically in that stage as well. That may be worth considering. It will only be forward-facing. Let me know if you'd like a demo of setting those up.
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