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Exporting Your Lists

Article author
Nicole
  • Updated October 30, 2020 20:38

You can quickly export the current filtered list using the download menu. You can download a CSV with only your visible columns or all columns for that list.

Just look for this icon:

CSV files can open in spreadsheet programs like Apple Numbers, Excel, Google Sheets, etc.

 

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Articles in this section

  • Custom Lists and Filters Overview Video
  • What is a Filter?
  • Adjusting Visible Columns
  • Creating New Custom Sidebar Lists
  • Filters for Your Calendar Agenda
  • Filters for Your Leads
  • Adding New Lead Status Lists to the Sidebar
  • Filters for Your Jobs
  • Filters for Your Quotes, Orders and Invoices
  • Filters for Your Address Book
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