How to Export External Contacts to Excel in CRM

Overview:

This article will guide users on how to export external contacts of an account in CRM.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for X4A and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM’s left navigation menu, navigate to Customers and select Accounts.

6. Ensure that your view is All Account – Customer Lookup 1.  To do this, select the view drop-down and choose from the options.

7. To find the account you need, click the column header and use the Filter By option or the Filter by keyword bar.

8. Once you locate the specific account, double-click it to open the account details. 

9. Double click the account to open its details.

10. Click the Contacts tab.

11. In the External Contacts section, click the ellipsis icon (:), then select Export Contacts.

12. The file will be automatically downloaded and will be saved on your computer.