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Exporting a subset of data

Here's how to export a subset of your data:

  • For a contact export, mouse over “CRM” and choose either Contacts or Companies. If necessary, apply any desired filters.
  • Once the relevant filters are applied, select "Export/Print" in the upper right and then click “Export.”
  • For a pipeline export, mouse over "CRM" and select the desired pipeline. If necessary, apply any desired filters.
  • Once the relevant filters are applied, select "Export/Print" in the upper right and then click “Export.”
  • If you don't see the "Export" option, that means you do not have exporting permissions. Contact your admin to update your exporting permissions.
  • Need to export all of your data? Learn how to run bulk exports here.
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