FAQs in this section
Who is a Contact?
Can my contact be an organization?
How do I create a contact?
Can I add a contact with only a few details and add more details later?
How can I add hundreds of contacts at once?
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?
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?
Table of Contents
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:
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.
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials.
- Select Contacts.
- 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.
- Click the Export icon on the toolbar that appears on the top-left of the column names.
- Choose one of the export options (explained above).
- Click Export.
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