Contact and Company Information

When you want to download Contact or Company name, address, etc. you'll find that information in the Contacts > Reports tab.

Once downloaded, this CSV format spreadsheet can then be opened with Excel, Numbers, or any other spreadsheet software.  From there, you can manipulate the data using sort feature.  It can easily be imported into another software platform such as a CRM.

NOTE:  Any table within the software can also be downloaded in a CSV spreadsheet format.

Example of the Contacts Reports page. (Contacts > Reports tab)

View (html).  Click View to open the report in a webpage to view online.

Download (csv).  Click Download to download a CSV file to your computer.  

IMPORTANT:  Some browsers will work better than others when downloading reports.  Try Chrome or Firefox for best results.