Home : Index : WinWeb Suite : Cloud CRM : Can I get the latest spreadsheet for importing new contacts into the WinWeb CRM?

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  • #246
    WinWeb Customer Care

    The first thing to remember is you need to export a CSV file for Contacts and one for Companies.

    To export the latest CSV layouts from your WinWeb CRM first select or search one contact or company, only export one contact otherwise it will take a long time and ensure that the contact has all fields filled with data.

    With one contact displayed in the Winweb CRM Summary, click the Export button found at the bottom of the page and save the CSV files to your computer.

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