Downloading Contact and Company Information
Exporting contact and company information comes handy to exploit CRM data offline. Follow the below steps to download contact and company information:
Exporting information for one or multiple contacts
- Go Contacts > Contacts or Companies
- If you need only specific lists, you can narrow your contact list by clicking the filter icon and select the criteria that apply to the data you want to export.
- Click the export icon to download an Excel file that includes all contacts in your filtered search.
- A popup window will appear to let you choose the fields you want to include in your download as well as a time zone for any time-related fields. Click the Export button to download the information in an Excel format to your device.
- If there are more than 200 entries in your list, you will have to wait to receive an email notification that will indicate when your file is ready to download.
- When the file is ready, click the Gear icon ‘⚙️’ located in the top right navigation bar. Click on Import/Export History in the Contact Settings. In the Export History tab, click the file name to start the download to your device.
Exporting information for one or multiple companies
[Follow the same steps as for contacts listed above from the Contacts > ‘Companies’ section]