How to Export Contacts

The Key Steps

  1. Click the Contacts dropdown menu in your left-hand navigation menu on your backend dashboard. 
  2. Click Overview in the sub-menu.
  3. Click the Filters Button in the top-right of the contact list to set the filter using the following variables for the list of leads you'd like to see:
    1. Type, Status, Source, Tags, Rosters, Current Ranks, Class Attendance
    2. You can also create a Smart List to find the list of contacts you'd like to export. 
  4. Once you have the list of contacts you'd like to export, click the Export Contacts button at the top of the list of contacts to download the .csv file that has the list of contacts you set to your device.

Here is a video walking through these steps: