Go to app.topline.com
1. Click "Contacts"
Access the Contacts section on the left side menu.
2. Select Contacts
Select the contacts you want to export by clicking on the checkbox next to the contact name.
3. Click Export Contacts
Look for the export contacts icon an click on it.
4. Export Contacts
A pop up window will appear with the contacts icon.
5. Click "Export Contacts"
Click on this option to export the contacts.
6. Spreadsheet
The contacts' corresponding information is organized under these column headers in the downloaded spreadsheet.
7. Contact ID
The reference number for easy tracking within the CRM will be this ID number.
8. First Name
When importing contacts, their first name will be displayed in one column.
9. Last Name
The contacts last name will be displayed too.
10. Business Name
The displayed information indicates the name of the business associated with the contact.
11. Company Name
The displayed information indicates the name of the company associated with the contact.
12. Phone
In most instances, formatting phone numbers in E.164 (such as +1 1234567890) will be recognized as valid by our system, regardless of the chosen default Country for the sub-account.
13. Email
The provided column displays the Email address of the contact.
14. Date and Time Created
The displayed information indicates when you included this contact in your CRM system.
15. Last Activity
The displayed information indicates the precise moment when a modification was done to a specific contact.
16. Tags
This shows any tag(s) added to the contact info.
17. Additional Email
All the additional emails related to the contact will be displayed in this column.
18. Additional Phone
Here you can visualize the additional phones added to the contacts.
