How to Export Contacts in the CRM

The Customer Relationship Manager has an Export Contacts wizard that you can use to export contact data from the CRM into programs like Excel and outlook. In order for the process to work correctly, the data must be saved as either a .CSV or .XLS file. You can export your contacts to either Outlook or Excel.

Step 1: Click on the “Export Contacts” tab on the top on your menu.

Note: (Only Administrators can Export contacts)

Step 2: Use the boxes on the left to select which types of contacts you’d like to export. Then use the boxes on the right to select which contact details you’d like to include in your export. When you have made your selections, click the ‘Export’ button.

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