I need to export a list of client emails into an excel spreadsheet. All emails are listed under contacts. Contacts are listed on accounts. I can't find a way to filter just the emails from accounts listed under a category of our accounts. I can pull all emails from all contacts but I can't filter it to a certain group of contacts. Is this possible? If so, how?
*This post is locked for comments
Unfortunately, we are not utilizing the categories function. The accounts I am using are a separate list that was imported into this CRM from a different CRM a few years ago. I can export a list of the emails for the primary contact for each of these accounts but I can't export a list that includes every contact from each account.
How are you categorising the accounts, Tyler?
The only way I can think is to filter your contacts via a certain field. How are you deciding which accounts you wish to work with?
We have 5000+ accounts, each has multiple contacts. I need to export all of the contacts for about 400 accounts of a specific type, so I can't filter by a single company name. I can only get the primary contacts' email from each account but again most accounts have multiple contacts and I can't figure out how to export all of that info.
Go to contacts, add filter, filter by company name etc, then export?
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (