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4 - Downloading Contacts and Activities

Download contacts and contact activities to a spreadsheet, like Excel, so you can use the spreadsheet's tools to analyze and review information.

Last updated on 2/9/2015

  • From the Contact list screen or Contact Activity list screen, click Export.
  • The data is automatically downloaded to a .csv program like Excel.
The Contact list shows all of your contacts and the Contact Activity list logs all activity from your contacts including orders, forms submitted and other actions.

Downloading varies by browser. IE and Firefox display dialog boxes asking you to Save or Open. Chrome displays a download message at the bottom of the browser – click the file name to view the data.