+3

Export Client Contacts

Lee Cullom 3 months ago updated by Michael Riccio 3 days ago 1

Would love the ability to export client data (email address and client name) for usage in my email marketing to Key Account Contacts that receive our monthly account review reports.

+1

This will be useful for marketing purposes as well as for verifying viewers and client recipients. It is very painful to manually verify if anyone is missing.