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Can I export a list of my clients?

With Check Cherry's reporting feature, you can export a detailed list of all the client contact info you've collected from proposals and bookings.

Updated over a month ago

Go to Sales --> Reporting

  1. Choose the Client List report

  2. Click the Columns button to select the specific information you want to see

  3. Select the Filters button if you want to filter by name, email, phone or role

You can download the report into a spreadsheet, or save it to run again later with the same settings.

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