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.

Related articles:

• Uploading Your Client List

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