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Exporting Contacts

The Customer Relationship Manager has an Export Wizard that you can use to export contact data from the CRM into Excel (CSV file). Follow the instructions below to export your data:

Step 1: Click on the “Export Contacts” tab on the top of your menu.

Note: Only Administrators can export contacts.

Step 2: Use the boxes on the left to select which types of contacts you would like to export. Then use the boxes on the right to select which contact details you’d like to include in your export. When you have made your selections, click the “Export” button.

Updated on November 12, 2018

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