Phase 2 Navigation #3: How To Export Data

Step by step process:

1. To export all data from the system you can select all of them.
2. Once you’ve selected you can click on export or alternatively filter for specific customers and specific statuses.
3. When you’ve selected all desired filters, click on export.
4. Over here you can see what you would like to export.
5. In this instance, you might not want to export the responsible manager details, so just untick that.
6. But you would like certain customer details along with anything else that you might want to export such as general notes.
7. These are all typically checked for you already.
8. And if you would like, you can export certain custom fields as well.
9. You can export up to a maximum of 10 custom fields at a time.
10. I would like to export location services interested in client value and also start date, which are all the custom fields that we’ve added.
11. Then you just click on export and it will export into your list.
12. Open it up.
13. These selected clients are now exported and as you can see, all the fields that you selected have been exported correctly.
14. The only reason that there is no contact information is because we did not add any.
15. As you can see, there’s only one customer with contact information and that is how you export from the system.