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Contact Management
Download Contact Information
Download Contact Information

Grant rights to you or your staff

Sofia Zúñiga Vega avatar
Written by Sofia Zúñiga Vega
Updated over a week ago

You can download contact information (First Name, Last Name, Email, Phone, Lead Generator, Last Activity Date, Last Activity) by granting yourself or your staff the right to do so. 

You can grant rights to yourself or your staff by going to the Staff tab in your left menu:

Choose the staff member you want to grant rights to and click on "View"

Go to your staff left menu and click on "Access", in there you can find all the user privileges.   

To be able to download Csv files make sure to have the "Allow Csv Downloads" option checked 

Remember to update user privileges to save all the changes made. 

To download the contacts' information go to the contact list (leads, prospects, trials, members, etc) and select the members you want, then just click on "Download CSV" and there you have it :)  

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