How to Export the Client list
This article will help you to export the client list
Please follow the below steps to export the client list
- Navigate to the 3PM Construction Web Portal and login
- On the left-hand main menu, select Contacts-> Client
- Click on the Menu bar and select Export
- Chose the format of the File
- You can change the File name, File format and choose the details from Select Column which are required for the exported file
- Required Password to Open: This is used for file security. You may choose any 6-digit password to open the exported file
- Click on Export
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