Help article
How to export my contacts
Click the more options button of any tab (Dashboard, Contacts, Activities, Reports) screens and select settings option.
In settings window, click on contacts menu option, which will take you to the contacts screen, on it click export to excel.
You will be prompted to choose your prefered option to receive your exported file upon completion:
- Download now
- Download link
- Send via email
This option will generate the excel file and automatically download the file. If it fails to initiate download automatically you can initiate it manually by clicking on the blue link written here
This option will generate a download link for you with a time limit 30 days. You can use this link to download the file later at your own convinience.
This option will send the file as an attachement to the email address you will provide.
Does this answer your question?
Does this answer your question?
Your response is anonymous and help us improve our help resources
Your response is anonymous and help us improve our help resources