Please note: Below works if your Admin has enabled the "Export permission" setting.
Click Sales & CRM → Companies & contacts:
Click the box next to NAME:
This brings up options including Export option:
Permission needed:
All users
Articles in this section
- Q: Will activating IP restrictions apply to users who are already logged-in?
- Q: How often does an automation run?
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- Q: Who can set targets?
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- Q: Can you add a PDF to document templates?
- Q: Do you need to be the appointment organiser for an appointment to count towards target/quota?
- Q: How do I find a user ID?
- Q: How do I add a new user?