Yes, you can export your contacts or leads manually by clicking on the button "Export All" from the Cockpit.


Important steps to follow:

  1. "Admin" user access is required
  2. Click on the "Export Contacts" button from the cockpit
  3. Saleswings will export all data to a CSV file
  4. You will need to import all data into "Excel" or "Numbers", please watch this video to see details.

Excel Tips:

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