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Exporting Contacts Within a Pipeline Stage (Horizontal and List View)

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ByCarl o
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Overview:
This feature allows you to export contacts from a Pipeline Stage in both Horizontal and List Views. You can select individual or multiple contacts, choose which fields to include, and download them as a CSV file for easy data management.
Follow these steps to export contacts within the pipeline stage in Horizontal and List View:
Step 1: From the selected pipeline, you will see a navigation button above the stage on the right-hand side.
Step 1: From the selected pipeline, you will see a navigation button above the stage on the right-hand side.
Step 2: Hover over and click the Horizontal View button.
Step 2: Hover over and click the Horizontal View button.
Step 3: You will then be navigated to the Horizontal View. From here, you need to enable bulk actions to export contacts.
Step 3: You will then be navigated to the Horizontal View. From here, you need to enable bulk actions to export contacts.
Step 4: To enable bulk actions, select multiple contacts using the checkboxes next to their names, or use the Select All checkbox to select all contacts.
Step 4: To enable bulk actions, select multiple contacts using the checkboxes next to their names, or use the Select All checkbox to select all contacts.
Step 5: Once contacts are selected, click the Export Selected button to proceed.
Step 5: Once contacts are selected, click the Export Selected button to proceed.
Step 6: A pop-up window will appear, prompting you to select the fields you want to include in the CSV file. Once you’re finished, click Export to download your selected contacts.
Step 6: A pop-up window will appear, prompting you to select the fields you want to include in the CSV file. Once you’re finished, click Export to download your selected contacts.
Step 7: Next, navigate to the List View. From here, you can export your contacts in two different ways.
Step 7: Next, navigate to the List View. From here, you can export your contacts in two different ways.
Step 8: You can quickly click the Export button located next to the Smart Views button.
Step 8: You can quickly click the Export button located next to the Smart Views button.
Step 9: A pop-up window will appear, showing the total number of selected contacts. Click Export All to proceed to the next step.
Step 9: A pop-up window will appear, showing the total number of selected contacts. Click Export All to proceed to the next step.
Step 10: A new pop-up window will appear, prompting you to select the fields you want to include in the CSV file. Once you’re finished, click Export to download your selected contacts.
Step 10: A new pop-up window will appear, prompting you to select the fields you want to include in the CSV file. Once you’re finished, click Export to download your selected contacts.
Step 11: Lastly, just like in the Horizontal View, you can also export contacts using bulk actions. Select your contacts to enable the bulk actions.
Step 11: Lastly, just like in the Horizontal View, you can also export contacts using bulk actions. Select your contacts to enable the bulk actions.
Step 12: Click on Export Selected to continue.
Step 12: Click on Export Selected to continue.
Step 13: A pop-up window will appear, prompting you to select the fields you want to include in the CSV file. Once you’re finished, click Export to download your selected contacts.
Step 10: A pop-up window will appear, prompting you to select the fields you want to include in the CSV file. Once you’re finished, click Export to download your selected contacts.

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