How Do I Export My Contacts to a CRM?

Modified on Fri, 10 May 2024 at 12:16 PM

You can access "Connections" to download an Excel spreadsheet containing all your captured contacts' information from the Dashboard.

To access this function, follow these steps:

  1. Click on "Connections" in the dashboard's sidebar.

  2. Within the "Total Contacts" section, click on "Export" located to the right of "Filter."

  3. Once clicked, the file will be automatically downloaded to your default downloads folder, and you'll receive a notification in your web browser.

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