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      Export Contacts

      Exporting contacts using a smart list

      Updated: August 20, 2024 

      1. Create a Smart List to filter and organize your contacts to include only the information you need.
      2. Save the list as a Global View.
        1. Navigate to Contacts and then Manage Smart Lists at the top.
        2. Locate the list you want and select the icon to the right for Share Smart List.
        3. Select Share with all users (Global List) and SAVE it.
      3. Submit a support ticket to have your smart list exported. We simply need to know the name as long as all filters and columns are in place and preconfigured. 
        1. Once you have your columns configured, click on Filters and Save so that the columns will hold for all users.

      Note: The ability to export is subject to your contract and the type of contacts. You can export any data you upload to the CRM along with any warm leads that you receive in the CRM contacts section. You will not be able to export your marketing lists generated through Vintory’s marketing list builder. 

      Reach out to support if you have specific questions regarding your data.