Exporting Contacts and Notes
HELP! There has got to be a better way to do this.
My dilemma: We purchased ACT Essentials to basically serve as a fancy way to keep track of thousands of contact and be able to track our day to day conversations with them.
The problem: We are unable to export reports of our contacts with notes of what has been discussed, etc.
It was suggested that we upgrade to ACT Premium or some other version of ACT that will let us achieve this. HOWEVER, ACT apparently offers no solution to export all of the data we have already collected (contacts, notes, etc.) into an upgraded version.
We would essentially have to start from scratch if we'd like to upgrade?
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Hi Brittany,
You can find information on how to export your contacts in the following article:
https://actcloud1.zendesk.com/hc/en-gb/articles/201534989-How-do-I-export-my-contacts-
Kind regards,
Dan
Act! Essentials Team.
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