Exporting Contacts and Leads

​You have the ability to export your contacts and leads out of ClientBAY.

Please note that exporting your contacts and leads does not delete them from ClientBAY. 

To start, go to your main contact dashboard by selecting your Contacts tab on the left side menu.

Select the More Actions drop down menu in the upper right corner and then select Export.

This will open the Export Walk Through. 

1. Select Next to Start
   
2. Select whether you want to export your Contacts and Leads, just your Leads, or just your Contacts and then press Next. 
   
3. Select whether you want to export all contact tags or select contact tags to export. If you choose to select which contact tags to export, you will then click on which contact tags(s) you want to export. You can also choose to include contacts with no contact tags if needed. Then select Next.
   
4. Select the Contact(s) you would like to export individually by checking the box next to their name, or if you want to export all contacts check the box next to the first name to select all contacts/leads. Once you have selected the contacts/leads you wish to export, scroll down to the bottom of the page and select Next.
   
5. Select which fields associated with the contact or lead that you want to export. Then press Next.
   
6. On the next screen, review your export details. If all looks correct and you wish to have the export begin, select Next. 
   
7. Your file will automatically start to download.
   
8. Click Finish to exit

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