Description: Any agent has the ability to export their list of clients from their CRM onto a .csv file. Once the export has been requested, the list will automatically become available in your computer downloads and you can edit or utilize this .csv as needed.
Note: A website admin can export their own client list of the list
of clients belonging to any of the agents within their group.
To export your client list:
1. Log into your website
2. Navigate to FlexCRM > Clients
3. Select the customer list you'd like to export by clicking the checkbox next to them
- Select the checkbox next to the Name column to select all clients on your list
- If you have several pages of clients, check the option to select all rows matching the filter
- Make sure your view is set to the appropriate clients you wish to export
- To learn how to set your client view using filters, watch this video - Using List Views
4. Click on the Action option at the top of your view
- You will see the number of selected clients in parenthesis
5. Select Export to CSV.
6. Review and click Confirm Action
7. Click Okay
- Your .csv will automatically download at this point