How to download your client list in CSV format?

1 week ago
help_content
1 minute

To download your client list in CSV format, please follow the steps below:

  1. Go to the CRM module.
  2. Select the clients whose data you want to export.
  3. Click on the “Export” dropdown menu. Then, click on CSV.
  4. A download window will open. Click on the “Export” button to save your list in CSV format.