CRM Tutorial: How to Download a List

If you wish to download one of your lists from our system, you can do so. Just click on the “lists tab” in the CRM and check the list you want to download. A “download” button will appear at the top of the page that you can click. A modal window will appear with a list of columns, the available columns are ones you have in the system and the selected ones are the columns that will be downloaded in the list file. If you want to remove or add columns just drag and drop them to either section. Once you’re done click export and the list will be begin downloading as a csv file.

If you need more help reach out to us at https://www.simplycast.com/about-us/contact-us/