2024-04-02 Contacts and leads exports with all contact persons
When exporting Contacts and Leads from the system, you can now export them together with all their contact persons.
- Select Contact or Leads report, select the bookmark or create a new one. Instructions on how to create a bookmark can be found here. At the section Columns:
- Turn on the Contact persons visibility.
- Then you will see additional column with all the contact persons that belong to the customer.
- Instruction on how to export report data can be found here.