Introduction
If you’re running a business, maintaining a list of contacts is essential to stay in touch with your clients, customers, and prospects. Whether you’re a salesperson trying to generate leads or a marketer planning a promotional campaign, exporting your contacts to a CSV file is an efficient way to get your data organized in one place. In this article, we’ll guide you through the process of exporting contacts from your phone or email.
Step-by-Step Guide: Exporting Contacts
Step 1: Choose the Sub-Account
If you’re managing multiple sub-accounts on your High Level dashboard, make sure that you’re inside the right sub-account where you want to export the contacts. This is important because you can export contacts from one sub-account and import them to another sub-account.
Step 2: Select Contacts to Export
Click on the “Contacts” tab on the dashboard, and identify the contacts that you want to export. You can manually select all the contacts by clicking on each name or use the “Select All” button to choose all the contacts from the list.
Step 3: Customize the Columns
The default view for contact lists in High Level includes basic information like name, phone number, and email address. If you want to export additional fields like company name, job title, or lead source, you can customize the columns in the “Columns” section. Simply check the boxes next to the fields that you want to include on the list.
Step 4: Export Contacts as a CSV File
Once you’ve decided which contacts and columns you want to include, it’s time to export the list as a CSV file. Click on the “Export Contacts” button located on the top right of the dashboard. Choose the name and location where you want to save the file, and click “Export.”
Step 5: Use the CSV File for Uploading Leads
The CSV file that you downloaded can be used to upload leads to another sub-account in High Level. This is helpful if you want to share the same contacts with your team members who are working on a different account. Simply log in to the other sub-account, head to the “Contacts” tab, and click on the “Import Contacts” button. The system will prompt you to select the CSV file from your device, and then you can map the columns to match the fields in the destination account.
Conclusion
Exporting contacts from your phone or email is a simple and effective way to manage your data in High Level. With just a few clicks, you can export the list to a CSV file, customize the columns, and import the data to another sub-account. If you have any questions about exporting contacts, you can watch our how-to videos on the High Level YouTube channel or reach out to our support team for assistance. Start exporting today and keep your contacts organized!