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Accessing the Export Manager

Article: 000050859
Updated: July 9, 2024

If you want to access data that you've exported in the past, including exports of leads or contacts, and exports of sales opportunities, you can go to the Export Manager to access these files. 

Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

 

Accessing the Export Manager

To access exported data, do the following: 

  1. Click Contacts in the left toolbar.
  2. Click  more.png  Options.

    Click Options Export Manager

     

  3. Click Export Manager.

    Click an item to download the file

     

  4. Click on an item to automatically download the .CSV file. 

    Click to download an CSV file

     

 


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