1. Click "Contacts"
Navigate to the Contacts section
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2. Select "Records"
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3. Click "Export"
To export either a single contact or a group of contacts from your CRM or marketing campaign, simply click on the designated button. This action will result in a CSV spreadsheet download to your local device.
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4. Click "Actions"
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5. Excel
The contact's corresponding information is organized under these column headers in the downloaded spreadsheet.
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6. Contact ID
The reference number for easy tracking within the CRM will be this ID number.
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7. First Name & Last Name
When importing contacts, the owner can be assigned using their first and last name, and also the name of the "User".
Formats:
FirstName LastName (e.g. Logan Paul or logan paul).
LastName FirstName (e.g. Paul Logan or paul logan).
Note: Unless the user has both FirstName and Last Name, the system will not recognize it during the upload.
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8. Business Name
The displayed information indicates the name of the business associated with the contact.
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9. Company Name
The displayed information indicates the name of the company associated with the contact.
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10. Phone
In most instances, formatting phone numbers in E.164 (such as +1 1234567890) will be recognized as valid by our system, regardless of the chosen default Country for the sub-account.
Furthermore, if you have designated the United States as your country, the following would function flawlessly too.
123-456-7890
(123) 4567890
1234567890
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11. Email
The provided column displays the Email address of the contact. However, it is possible to select fields other than Email for de-duplication purposes during the Bulk CSV Upload process, despite Email being the default unique identifier.
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12. Date and Time Created
The displayed information indicates when you included this contact in your CRM system.
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13. Last Activity
The displayed information indicates the precise moment when a modification was done to a specific contact.
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14. Tags
By adding the contact to the CRM, any tag(s) added to the contact info will be displayed.
Formats:
Value 1, Value 2, Value 3 ...... (e.g. Blue, Yellow, Green or Blue, Yellow, Green or Blue, Yellow, Green)
You can also replace ' , ' with ' ; ' or ' . ' and it'll recognize the uploaded fields as the aforementioned field
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15. Additional Emails
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