Articles on: CRM

Export Contacts

The general exporting possibilities are mentioned in the article "[Export Data for GDPR](https://help.investglass.com/docs/export-data-for-gdpr)".

InvestGlass offers multiple possibilities to export contacts.
You can go to my Account – Company – Contact, click on Actions, and select Export to CSV.
You can go to the Contact tab, select Grid, and click on Actions. Then you can choose between exporting the grid as a CSV file or as an Excel file.
You can go to the Contact tab, select Kaban, and click on Actions. Then you can select Export to CSV.

Updated on: 12/07/2022