How to Export the Emails of the Contacts in Your CRM

Step 1

Step 2

Click “Contacts & Customers” from your cemetery’s dashboard.

Step 3

Click "More" in the top right corner.

Step 4

Click "Availability."

Step 5

You will see a drop-down menu for Availability appear in your search filters.

Step 6

Click the Availability drop-down menu and select "Available."

Step 7

Click SEARCH.

Step 8

Click EXPORT > ALL RESULTS (CSV).

Step 9

You will see a downloaded file of the CSV you exported. You can open this file in Microsoft Excel, Google Sheets, or whichever program/application you use to view spreadsheets. You can sort your spreadsheet by Email and remove all the rows that have no email listed.