How To Export Contacts From CRM With Custom Fields ?

Exporting Contacts from the CRM

  1.  To export all your contacts and their custom fields:
  • Click on the three dots in the CRM dashboard.
  • Select "Export all".


This action exports all contacts with their custom field data into a CSV file.


2. To export selected or filtered contacts:

  • Click on "Filters" in the CRM dashboard.
  • Select the conditions you want to use for filtering.
  • Click on "Export filter".

This will export all filtered contacts with their custom fields into a CSV file.


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