How do I export a list of contacts?

If you need to export a list, the AgentPlan system offers a quick and easy export option. 

In order to export a specific list of contacts, in the contacts tab search; by source, birthday month or any other criteria. 

Once you have searched for the contacts you wish to export, select the “Actions” tab on the top right and select “Export”. 

After doing so, you will instantly have a file that will be prepared in seconds with your complete list.