FAQs in this section
Can my contact be an organization?
Can I add a contact with only a few details and add more details later?
Can I export my contacts to an external source?
How do I import contacts from a .csv file?
What happens to contacts and deals when I delete their related organization?
How can I see the number of deals related to a contact?
How can I assign a contact to a rep?
How can I change a contact back to a lead?
If a Contact moved to another Organization (Company), how should we deal with it?
Where do I set the customer support period for a contact?
Who is a Contact?
How do I create a contact?
How can I add hundreds of contacts at once?
Can I create a contact using Quick Create?
How do I identify if a contact is a lead or a customer?
How do I convert a contact into a customer?
What does a contact's Lifecycle Stage field indicate?
What is contact hierarchy?
How do I set up contact hierarchy?
Where do I view contact hierarchy?
How do I transfer a deal and its contacts to a different sales rep?
I want to export only a few contacts. How can I do that?
How do I delete many contacts at once?
What are the different ways to create a contact?

Can I export contacts in bulk?

Yes, you can. You can export contact information in mass from the List View. Contacts are exported into a CSV file. 

Choose which records to export with the following options:
  • Export selected records - You can use this option when you have selected a set of records.
  • Export records in the current page - Use this option to export only the contacts on the current page of the List View.
  • Export all data - This option allows you to export all the contact records in the CRM.
 Follow these steps to export contacts:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts
  5. Select records on the List View by hovering over the left corner of the contact rows.
    • You can select only the records that you want to export.
    • You can hover over the left side of the left-most column to select all the records.
  6. Click the Export icon on the toolbar that appears on the top-left of the column names.
  7. Choose one of the export options (explained above).
  8. Click Export.
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