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How do I export certain companies/contacts to Excel?

Article last updated:

To export company and contact data to Excel, follow the below instructions:

Navigation
Main menu - Companies and contacts

Select Companies or Contacts tab at top of screen

Use the quick selection (drop down list at top right of screen), filter and label options to select the companies or contacts you wish to export
Click on Export in the dark gray tool bar found in the upper part of the screen.
Select the fields you wish to include in the export from the left column.

Once selected, click on Export .xls (yellow button).
You can also save "export configuration" if you want to be able to easily re-use exports for reporting purposes and similar.