How Do I Mass Export Accounts and Contacts?
- Head to the Accounts or Contacts tab at the top of the page.
- Click the blue 'Filter' button:
Accounts: Filter by Location to view accounts which have had bookings at the location selected.
Contacts: Filter by Segments to view contacts which have had bookings associated with the Corporate or Social Segments found in Tracking.
- Once your custom Account or Contact list is generated, Click 'Export' in the upper right-hand corner.
- Save this file to your desktop and email or print this out for your team as needed!