Users can easily export their contact and customer lists directly from Winner Bizz.
When using this export feature, the system creates a CSV file that includes all the important details for each contact, like their first name, surname, postal address, phone number, email address, and more.
This makes it simple for you to manage and use your contact data outside of Winner Bizz for things like marketing campaigns, customer relationship management, or data analysis.
To do so:
- Go in your Contact list
- Click on export
- Chose the destination folder or location on your device where you would like to save the CSV file
Note: you can also rename the file so it’s easier to find - Click on Save
This process ensures that you have a complete and accessible copy of your contact information for use outside of the Winner Bizz environment.
Tip: it is also possible to automatically export your contact list from a Workflow step.
More details: Exporting list data automatically in a CSV file
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