How do I download, print, or export my customer data?
You can quickly download, print, or export your uploaded customer data in Salesgenie. Follow these steps:
Step 1: Locate your uploaded file
Go to the LIST screen to find the customer file you uploaded.
Step 2: Select your records
- To download or print individual records, check the box next to each record
- To work with your entire list, or pull a random sample, open the Export menu at the top of the screen
Step 3: Choose your export option
From the Export menu, you can:
- Export all records
- Export only records you’ve already exported
- Export records that haven’t yet been exported
- Export a random sample
Once you’ve selected your option, you’ll be able to Print or Download the data.
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