Be sure to scroll down and watch the video!
This feature will allow you to Export all Clients/Contacts located in your Clients Database.
1. Log into your Clients Database from the Main Dashboard
2. At the top of your Clients Database you will click on the live link, EXPORT
3. Once you click the Export Clients DB button, CTMeContracts will send you an email with a file attached which contains all your clients in a CSV (Excel) file
4. Once you receive this email, download the attachment file and save it to your computer or external drive
NOTE: If a Team Member has given you access to their Clients Database their client information will NOT be included in the CSV File of your Clients Database.