Exporting Participants for a mailer

customertrax 1. Handle CRM 1.0, x. Uncategorized

Target is the starting point for any campaign. If you need to take actions outside of Handle, you can easily export your participants list.

  1. Select one or multiple Accounts to be exported
  2. Click the Excel icon
  3. File will be saved as CSV format
  • The Participants Grid is customizable per user. You can customize or hide columns to suit your needs.
  • The CSV file will be formatted the exact same way you have your columns customized in the Participants Grid.