00:08: We're excited to help you discover a simple step-by-step process. In this video, you'll learn how to access easily filter and successfully export a list of contacts. Let's go ahead and get started.
00:23: Initiate the export process. Click on the contact Section, ingkarat, legal dashboard.
00:30: In the contact Section, you will find your complete contact list.
00:38: Click the menu provided to access additional options for managing contacts. Apply filters to find the relevant records for export.
00:49: A play filters to find the relevant records for export, for example, using the role filter, select the option for primary client.
01:01: Click search to apply the filter or filters and display the relevant contacts.
01:09: Use the export icon found on the top right corner to initiate the export process.
01:17: Click export contacts to start, downloading your contact data.
01:23: You will be presented with a notification Banner, letting you know that your export will then be emailed to you.
01:30: Click okay to finalize and complete the export process.