How do I selectively export People? (or Companies or Deals)
You can use the filtering and search options in the People, Companies, Deals or Projects sections to export a CSV of Excel file.
Cloze offers many ways to search and filter your People, Companies, Deals or Projects. Any of these can be exported into a CSV or Excel file.
For example you may want to export....
- ...your Leads, or
- ...people with the same tag, or
- ...Leads that have the same Lead Source, or
- ...people assigned to you,
- ...Active Customer companies.
Please see below for some common export examples.
Export your Leads
Tap on the funnel icon and then select the Lead Stage and Customer Segment.
Tap on the light gray checkmark next to any person's name and then scroll to bottom of the results.
Next, tap on the checkmark in the menu along the bottom of the screen to select all of the people.
Tap on the box/up arrow icon to export your selected contacts.
People with the same tag
Search for your tag by entering a hashtag (#) and then the tag name.
#newsletter is entered in the search box to find all of the people with this tag.
Tap on the light gray checkmark next to any person's name and then scroll to bottom of the results.
Next, tap on the checkmark in the menu along the bottom of the screen to select all of the people.
Leads that have the same Lead Source
Tap on the funnel icon and then select the Lead Stage and Customer Segment and the Lead Source Custom Field.
Tap on the light gray checkmark next to any person's name and then scroll to bottom of the results.
Next, tap on the checkmark in the menu along the bottom of the screen to select all of the people.
All of the people assigned to you.
In this example we're exporting all of the people assigned to you. Tap on the My People view and then tap on the funnel icon and select Assigned.
Tap on the light gray checkmark next to any person's name and then scroll to bottom of the results.
Next, tap on the checkmark in the menu along the bottom of the screen to select all of the people.
Active Customers Companies
In this example we're exporting all of the companies with Active Stage and Customer Segment. Tap on the funnel icon and the select Active and Customer.
Tap on the light gray checkmark next to any company's name and then scroll to bottom of the results.
Next, tap on the checkmark in the menu along the bottom of the screen to select all of the companies.