A report that shows all your individual contacts (people) within your Exsalerate account, the companies they work for along with industry type, sales phase, relationship, and contact positions

As long as you're an admin of your Exsalerate account this report is accessible anytime via the custom reports menu

Choose the customer mail list export and click download to CSV. file:

An example of the customer mail list export report:

Customer ID

First Name

Contact Name

Position

Phone

Fax, Email

Website

Lead Status/Phase

Company Name

Address

Industry Type

Branch

Exsalerate Customer Link

Relationship

If you wish to view/edit all customer/client/opportunity profiles within your Exsalerate account download the bulk data update file

Edit and upload back into the data upload centre

If you have any questions or issues please reach out on the chat platform