Help & Support

Find guides, tips, and answers to get the most out of AB. Browse by topic or search for what you need.

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Importing and Exporting Leads (CSV)

Bring leads into AB Sales from a CSV file or export your whole lead list — including labels, funnel stage, and AI research. Covers the template, duplicate detection, and which columns import.

AB Sales
CRM
import
export
CSV
bulk upload
migration
backup
labels

Exporting and Accessing Project Data

AB Projects has no CSV/Excel export of task or project data yet. How your data is preserved (per-task change history, the Teams channel record) and how to get it out today: filtered views, AI assistants over MCP, and asking support.

AB Projects
data export
no CSV export
change history
Teams channel record
MCP data access
filtered views
data retention
reporting

Category

AB Projects
41
AB Sales
22
AB Support
20
Common
6

Tags

AB Projects 35 AB Sales 24 CRM 22 AB Support 20 Microsoft SSO 6 Microsoft Teams 6 admin consent 5 AB Projects documents 4 AI assistants 3 ActionBridge 3

Search History

board view 7453 project summary export 1392 project updates 1389 ActionBridge 1350 Teams project roles 1313 project roles 1296 project configuration 1294 permissions 1259 install in Teams 1253 Microsoft Teams task management 1252 RBAC 1247 ACTIONBRIDGE task creation 1246 assign task 1245 AI support 1244 ACTIONBRIDGE project settings 1240 one channel per project 1240 task deadline notification 1239 filters 1229 Microsoft 365 app 1227 task management 1226 work planning 1224 collaborative task tracking 1218 in-app messages 1218 reminder timing 1214 project member communication 1212 task workflows 1208 AB 1203 ACTIONBRIDGE notifications 1190 monthly charges 1181 Teams collaboration 1176