the ability to download every CRM that I've never contacted before

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Joined: Thu Oct 27, 2022 2:39 pm
Website: ritefitstaffing.myallprowebtools.com

the ability to download every CRM that I've never contacted before

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I would like to have the ability to download every CRM that I've never contacted before as a CSV file.
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Re: the ability to download every CRM that I've never contacted before

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You can add all contacts who have never been contacted to a custom tag. You can then download the custom tag as a csv. Here are the steps:

1 - From the main menu go to contacts and then "Manage Tags"
2 - create a new tag called "everyone"
3 - go to the "Copy Tags" box on the right side of the screen and one by one copy each of your existing tags into the new tag (this will create a tag with ALL of your contacts)
4 - create a new tag called "never contacted"
5 - go to the "Copy Tags" box on the right side of the screen and copy the "everyone" tag into the "never contacted" tag and where it says "contacted date" select "never contacted"
6 - from the main menu go to "settings" and then "import export" and download the tag called "never contacted"
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