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Lesson 4: Export contacts

Exporting contacts within your CRM

Ruqayya Hussain avatar
Written by Ruqayya Hussain
Updated over a month ago

Goal

Allowing you to easily export your contacts from Kato, enabling you to manage and utilise your data across various platforms as needed.

Why

Flexibility is key when managing your relationships. By having the ability to export contact data, you can ensure that you can integrate Kato’s information with other tools, share it with team members, or keep offline backups, all while maintaining control and accessibility to your essential client and business contacts.


How

In one simple step, within your CRM, you have access to download your contacts within the download option as well as edit the columns to access specific information about each contact!

Handy Tip: We export what ever you have in view, so use your filters to filter by company name, address or marketing list before you export to get the relevant list!

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