Exporting contacts from your PropertyMinder site

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(Created page with "# Login to your '''Toolkit''' and go to '''Client Relationship Management'''. # If you would like to export all your contacts, then select the underlined '''Contact List''' group...")

Latest revision as of 03:56, 20 June 2011

  1. Login to your Toolkit and go to Client Relationship Management.
  2. If you would like to export all your contacts, then select the underlined Contact List group.
  3. You will then see the option to Export Contacts.
    Crm export00.gif
  4. Select Save to save your contact list to your computer.
    Crm export01.gif
  5. Select the location and name of the file and then select Save to save the file.
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