Customer Data Extract / Export

1. Navigate to the Sales Operations Tab and select Search Customers
2. Key search parameters
3. Click Search

4. Filter search results

  • Right-Click on the list and select / deselect the columns to be included
    If there is inconsistent data - for example phone number - and that is the desired data, you can exclude customers with no phone number by clicking on the filter icon in the column header for phone and selecting (NonBlanks).  This action can be performed on multiple columns as needed.

5. Click the Export Button  
6. Save the report to your local drive, as an Excel File



Related Articles: 

Customer Alerts

Customer Association "Co-Customer"

Deleting a Customer

How to Locate / Re-activate a Deleted Customer

Merge Customer Records

Create Customer Prospecting Statuses

Using Customer Prospecting Statuses

Customer Time Zone

Moving a Deposit Between Customer Accounts

Update Customer's Address Zip Code, using the "plus-four code"

Customer Follow-Up

Customer Follow-Up Reminders Set-up

Changing Customer Prospecting Statuses Follow-up Timelines

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