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Contact report/generating CSV contact list

This article will show you how to generate a list of your contacts. It will also demonstrate how to sort your contacts and generate a CSV file for internal office use.

  1. Hover your mouse over the Reports tab and click on Contacts Report.
  2. Click on Contacts.
  3. Filter contacts according to Name, Allocated Agent, Date of Last Contact, Categories and Contact Sources (Optional).
  4. More than 1 Contact Category and Contact Source can be selected at this point. Simply select a category from the drop down menu and click Add to Filters to add more than one category.
  5. Select which information you would like to display. In this example we are displaying the Full Name, Company, Home Phone, Mobile Phone, Contact Source and Allocated Employee.
  6. Click Generate to generate this list.
  7. Select the format you would like the contact list/report converted into.
  8. This will then download a copy of the list in your chosen format.
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