Exporting your client list

Exporting

1. Go to Marketing › Automations › Import & export › Export client list. Exports carry phone numbers and emails, so they are open to admins and executives only.
2. Choose the period (last 24 hours, 7 or 30 days, all time, a custom range, or since the last export), the assigned person or the unassigned pool, a connection, and the stages.
3. Click Count to see how many enquiries match.
4. Download the clients CSV (one row per enquiry: contact details, city, stage, temperature, source, campaign, project, budget, assigned person, dates, remarks and form fields) and / or the activities CSV (remarks, logged activities and follow-ups for the same enquiries).
5. Or type up to five email addresses and send both files as attachments.

Opening the file

The CSV is UTF-8 with a byte-order mark, so Excel, Numbers and Google Sheets open it with the right characters. Phone numbers keep their + prefix; cells that start with a formula character are quoted so a spreadsheet never executes them.