Export management
Preview and test ownership-aware exports. CSV files include eligible records filtered by category, owner organisation, and export flags.
Governance noteExport architecture and affiliate IP — reference when running exports
Export architecture is designed to support affiliate IP ownership, contract termination handover, and privacy compliance.
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Export affiliate-owned records
Owner filter: Kent Homes
Kent Homes–owned pipeline. Eligible rows with export permission for the affiliate organisation.
- Leads
- 0
- Clients
- 0
- Projects
- 0
Export self-generated records
Owner filter: IMRB New Build Consultancy
IMRB consultancy–owned self-generated enquiries (IMRB New Build Consultancy). Excludes affiliate-owned and shared concepts.
- Leads
- 0
- Clients
- 0
- Projects
- 0
Export shared records
Owner filter: IMRB New Build Consultancy
Joint visibility — typically IMRB-managed with affiliate source involvement.
- Leads
- 0
- Clients
- 0
- Projects
- 0
View export history
Local audit log of export runs (date, organisation, counts, reason).
Export history
| Exported | Organisation | Leads | Clients | Projects | Exported by | Reason |
|---|---|---|---|---|---|---|
| No exports logged yet. Run an export above to create an audit entry. | ||||||