How To Export Contacts From CRM With Custom Fields ?

Exporting Contacts from the CRM

  1. To export all your contacts and their custom fields:

    • Click on the three dots in the CRM dashboard.

    • Select "Export all".

    This action exports all contacts with their custom field data into a CSV file.

  2. To export selected or filtered contacts:

    • Click on "Filters" in the CRM dashboard.

    • Select the conditions you want to use for filtering.

    • Click on "Export filter".

    This will export all filtered contacts with their custom fields into a CSV file.

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