Skip to main content

Clients Export

Learn how to Export your Client information here.

Written by Maahi Islam
Updated over 2 weeks ago

To export Client information, navigate to People > Clients and apply the necessary filters. You can refine your export by specifying parameters such as address, town, creation date, status, and more. Additionally, Clients can be filtered based on their assigned Client Managers or Affiliates, ensuring you get precisely the data you need.

You can also filter Clients based on any Labels applied to them.

Exporting Client data.

Did this answer your question?