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.

  1. 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:


  1. Turn on the Contact persons visibility.

  1. Then you will see additional column with all the contact persons that belong to the customer.

  1. Instruction on how to export report data can be found here.
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