The Export Walkthrough will guide you through filtering exactly which groups and data points you want to include in your file.
Access the Dashboard: Go to your main contact dashboard by selecting the Contacts tab on the left-side menu.
Start the Export: Select the More Actions drop-down menu in the upper right corner and then select Export.
Choose Your Data Set:
Click Next to begin.
Select whether you want to export Contacts and Leads, Just Leads, or Just Contacts. Press Next.
Filter by Tags: 🏷️
Choose to export All Tags or Select Specific Tags.
If selecting specific tags, click on the ones you want. You can also choose to "Include contacts with no tags." Press Next.
Select Individual Records:
Check the box next to specific names to export individuals.
To select everyone: Check the box next to the "First Name" header.
Scroll to the bottom and select Next.
Pick Your Fields: Select the specific information you want in your spreadsheet (e.g., Phone, Email, Address, etc.). Press Next.
Review & Download: ✅
Review the export details on the summary screen.
If everything looks correct, select Next to begin the process.
Your file will automatically start to download to your computer.
Finalize: Click Finish to exit the walkthrough.