crm guide leads clients export exporting contact export client export lead export export leads export clients Exporting clients/leads to a spreadsheet (CSV file)

You can export your client/lead information to a spreadsheet/.csv file.  This feature is especially handy for those who use email marketing software (e.g. MailChimp or Constant Contact) to send marketing and followup emails to customers.

To export contact information to a .CSV file...

        1. Click on the CRM | Contacts menu

        2. Click the Export button

        3. Choose your export options on the Export Contacts screen.  You can filter your list of clients/leads using Customer Types or Tags. Tags enable you to create very specific lists of clients (e.g. Residential, Commercial or Prospect-Maintenance) and you can export these specific lists to .csv files as well for very targeted marketing.  For more information on Tags, click HERE.

        4. Click Export to generate an export file.

 

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