Can I export the CRM contacts from Clickmax?
Yes. The export comes out as a CSV file and you can export the whole base or only the contacts currently filtered.
- Open Contacts.
- Apply the filters (tag, list, segment) if you want to export only a subset.
- Click Export and confirm the CSV format.
The file carries each contact's data, such as name, email, phone, tags and lists.
Related
If it didn't work
- Exported more rows than you expected? Review the filters applied before exporting in Contacts.
- Don't see the export option? Your account may be missing a permission; see permissions.