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How do I Export Contacts List

This article provides a step-by-step guide on exporting your Contacts list from LendingWise into a .csv file, enabling ease of management and data manipulation.

Managing and utilizing your contacts is streamlined in LendingWise. This guide provides a quick and easy process on how to export your Contacts list for better accessibility and management.

Steps to Export Your Contacts:

  1. Navigate to Users/Contacts List: The first step is to go to the 'Users/Contacts List' from your dashboard.

  2. Access Contacts: Once in the 'Users/Contacts List,' click on 'Contacts.'

  3. Prepare for Export: After you've opened 'Contacts,' click on the magnifying glass icon. 

  4. Exporting Your List: Locate and click on the Excel icon to export your list. Your contacts will be exported as a .csv file, making it easy to open, read, and manage your contacts in a spreadsheet program.

Remember, if the Excel icon for exporting is not available or inactive, you may not have the necessary permissions enabled. In this case, please reach out to a manager with admin rights within your company to assist with activating this feature or downloading it for you. Following these steps, your contacts will be conveniently ready for any form of data management or use you require.

If you are not able to perform this task, please reach out to a manager in your company as you may not have this permission enabled.