FAQs in this section
Who is a Contact?
Can my Contact be an Organization?
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 duplicate a Contact record?
What happens to Contacts and Deals when I delete their related Organization?
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?
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?
How do I set up a Contact Hierarchy?
Where do I view the 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?
What are the different ways to create a Contact?
Is it possible to convert a "Contact" to "Organisation"?
How can I find out when and how I last contacted a contact in the Contact module?
Who is the appropriate contact person to whom we should send the document?
How do I mark a Contact’s Last Contact date as today?
To whom should I reach out for the Data center region location migration?
How do I view Contacts according to their associated Organizations?
Can I mass delete Contacts from the Organizations module?
How do I create a Contact?
How can I assign a Contact to a rep?
How do I import Contacts from a .csv file?
How do I see the number of Deals related to a Contact?
How do I delete many Contacts at once?
Can I create a Contact using Quick Create?
What is Contact Hierarchy?

Can I export my Contacts to an external source?

Yes, you can export your contact details to an external source. If you want your contact records in Vtiger CRM to be saved in the form of a spreadsheet on your laptop or computer, follow these steps to export your data:
​ Follow these steps to export a Contact:
  1. Log in to the CRM. 
  2. Click main Menu. 
  3. Click Essentials > Contacts. The Contacts List View opens.
  4. Select the records you want to export. 
  5. Click Export. The Export window opens. 
  6. Enter or select the following information:
    1. Export Selected Records: Exports only the selected Contact records.
    2. Export Records on the Current Page: Exports all records visible on the current page.
    3. Export All Records: Exports all Contact records available in the module.  Click Export
  7. Click Export. 
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