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Home > Clients > Client How To's > Exporting a Client List

Exporting a Client List

Follow these steps to export a client list:

  1. Open the Clients hub.

  2. Narrow the list using the Search tools. See also: Finding a Client

  3. Click Export to Excel.


See also
Creating a Client
Importing Clients
Finding a Client
Deleting a Client
Communicating with a Client
Checking for Duplicates
Using Client Groups
Using Lead Sources
Tracking Referrals
Using Client Statuses
Using Client Status Reasons
Adding Family Members
Choosing the Client Image
Setting up the Client Numbering System


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