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Help > CRM (CLIENT RELATIONSHIP MANAGEMENT)   > Referrals > Exporting the Referral Screen
Exporting the Referral Screen

You can export the list of Referrals from the Referrals screen.  The following can be exported:

§  The Referral Listings Only

§  The Referral Listings and Action

You can export multiple Referrals and/or Referral Listings and Action Details at the same time.