Overview This tutorial will explain how to export your full client list to CSV. If you need to export a subset of your clients to CSV then please see How to Create a Marketing Campaign. How to Export Your Clients to CSV Click on the Clients component Click…
Overview The Client List Generator will create a list of clients based on custom fields. Once you have the list of clients you can export them to a CSV file, generate reports, or copy them straight to a Marketing Campaign. How to View the Custom Report Generator…
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