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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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