How to Export the Client list

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
  1. Navigate to the 3PM Construction Web Portal and login
  2. On the left-hand main menu, select Contacts-> Client
  3. Click on the Menu bar and select Export


  4. Chose the format of the File
  5. You can change the File name, File format and choose the details from Select Column which are required for the exported file


  6. Required Password to Open: This is used for file security. You may choose any 6-digit password to open the exported file
  7. Click on Export