Objective:
- Can I export contacts with specific tags into a CSV?
- Is there a way to export contacts with specific tags into a CSV?
Environment:
- Clio Grow
Additional Information:
- For more information on how to add tags to a contact, please click here
Procedure:
- Click on the Contacts button in the main navigation
- Click on "Apply Filters" on the top right
- Filter by: Tags. Apply the tag you would like to export
- Scroll to the bottom of the page
- Click Export all contacts to CSV
- Click Send CSV
- Wait for the email with the attachment to be emailed to you
- Click the download link in the email