Export clients to CSV

Take your data offline or into other tools with one click.

Steps

1. Go to Clients.
2. Tick the checkbox beside every client you wish to export. Leave all unticked to export the current view.
3. Click Export (arrow-down icon) in the header.
4. The platform prepares a .csv file and downloads it to your device.

What's included

The export contains these columns:

| Column | Description | | ------ | ----------- |

| Name | Client full name | | Email | Primary email | | Phone | Primary phone | | Company | Company name (if any) | | Type | Individual / Company | | Source | Where the client came from | | Status | Active / Inactive | | Created Date | When the record was first created | | Last Activity | Date of last interaction |

Tip

Apply filters before exporting to download only the clients you need.