n SalesTown CRM, exporting contacts along with their associated activities is essential for comprehensive data management and analysis. This guide will provide you with detailed steps on how to export contacts along with their activities, ensuring that all relevant information is retained and easily accessible.

By following these instructions, you can efficiently manage and utilize your contact data for better decision-making and improved sales processes.

Step-by-Step Guide to Export the Contacts with Activities in SalesTown CRM

1. Navigate to Export Setting

  • From the main dashboard, locate the Essentials< Settings tab in the main menu or navigation panel.
  • Click on Settings to open the settings page.
  • In the settings page, find and click on the User Data < Export option.
  • This will open the Import page, which includes different modules Tab such as Leads, Organization, Contacts, Seeding, Farming, and Others.

2. Select Export Criteria

  • Go to the Others tab by clicking on it.
  • The  Other Export window will appear along with the below two options to download.

                     ~ Option-1 Contacts with upcoming scheduled activity    

                     ~ Option-2  Contacts with all scheduled activity 

  • Choose and click on the Export button of either option 1 or option 2.
  • The system will generate the export file in .csv and .xls format.

3. Download the Files

  • Once the export process is complete, a download link will be provided in an Export History tab.
  • Click on either .csv or .xls  link to save the exported file to your device.

Technical Problems

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