Intro

Exporting contacts from ChatDaddy simplifies contact list management by allowing users to extract their contacts for external use.

Steps

Accessing Your Contacts

• On the ChatDaddy dashboard, locate the navigation menu on the left side of the page.
• Find the CRM section and click Contacts Click on that section.

Selecting Contacts for Export

• You'll see a list of all your contacts within the ChatDaddy account.

• There is a checkbox in the top left corner of the list. Clicking this checkbox will select all contacts for export at once. This is the quickest option if you want to export all your contacts.

  

• Alternatively, if you only want to export specific contacts, you can individually select them by clicking the checkbox next to each desired contact name.

Exporting the Contacts

• Once you've chosen the contacts you want to export (either all or specific ones), locate the Export button.
• Click the Export button. ChatDaddy will download the contacts in a CSV format for export.

Use Case

Smooth Transition

• By exporting your contacts from ChatDaddy, you can seamlessly transfer your customer data to the new CRM platform, minimizing disruption to your customer relationships.

Improved Efficiency

• Having all your customer data in one central location can streamline your workflow and improve overall efficiency.

Contact us: Global Customer Support