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How to Export a Filtered Group of Contacts to a .CSV file

LionDesk filters aren't just for organizing contacts online, you can also download your specific groups of contacts into .csv files!

1 - Filter Your Contacts

On your Contacts tab, select the "Filter Contacts" slider and choose how you want your contacts to be organized. Then click "Create New Saved Filter". A window will appear.

2 - Download the .CSV

Once you have a filter created and applied to your contacts, select the green chart button on the right to   download your organized contacts table.

 

Reminder: You don't have to save your filters to download .csv files. However, saving them makes it easier if you're planning on exporting regularly.

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