CRM Database: Managing Contacts Exporting as Spreadsheet To export your contacts, click on the ‘Export’ button next to the actions button. This will download a .CSV file to your computer. It will be the raw data of all of your contacts including names, emails, and phone numbers. Filtering Contacts In addition to using the search bar, you can also filter your contacts to make a more specific list by clicking the blue ‘Filters’ button on the top right of the screen. From here, you can sort through your contacts in many ways. The contacts page is dynamic, so any filters you choose will be applied without having to reload the page. Just click the ‘X’ on the top-right when you are finished adding filters. Click ‘Reset’ to clear any filters applied (see photo on next slide)
To Export
To Filter