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How To Export Clients

Discover how to efficiently export client information from the dashboard, enabling to organize & analyze data for better business insights.

Tharun Joseph avatar
Written by Tharun Joseph
Updated over a week ago

How To Export Clients?

You can export your clients using our export clients feature.

To export information of all your clients log onto your dashboard.

To filter clients based on active or leads, use the navigation buttons on the top of the page, once you have the desired clients click on the export clients button.

You will receive an email on your registered email ID with an attachment containing your client details.

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