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Creating and Exporting a client list from your CRM

How to create and export a client or supplier list from your CRM

Robbie avatar
Written by Robbie
Updated over 3 years ago
  1. Go to your Profiles section which is found on the left side of your screen.

  2. Select as many profiles as you require by checking the boxes on the left or by pressing 'all' for all of your profiles.

3. Click the "export' icon on the right hand side of your screen

4. There will be a pop up window asking you what fields you want to export. You can pick as many fields as you require.

5. Click 'Export' once you have selected your fields you need to have on your list.


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