Method:Classic General Q&A

Re: Exporting Contacts

Method_Morty — Thu, 20 Aug 2015 19:49:34 GMT

Hey Scott,

In the exported Contacts spreadsheet you have look for the Field: "IsLeadStatusOnly"

Any row that has that set to TRUE means they are a Lead, you can mass highlight and delete the rows set to TRUE.

If it is too many you can also re-export using an Advanced Script, let me know if you want to take that route instead.

- Mortaza

Re: Exporting Contacts

ARC Scott — Thu, 20 Aug 2015 17:53:44 GMT

At first, I thought I figured it out. But now, i realized that if i use the Contacts table, it gives me everyone in Customer and Lead. I just want all contacts that are Customers. I have either gotten all contacts in lead and customer or only the primary contact from the customer table. I dont know how to do this.

Re: Exporting Contacts

ARC Scott — Tue, 18 Aug 2015 20:12:59 GMT

The issue was "Show Only common tables"

Re: Exporting Contacts

Method_Morty — Tue, 18 Aug 2015 19:06:13 GMT

Hey Scott,

To confirm, for step 2 were you exporting the Contacts table?

When you export that Table you will see multiple entries with the same CompanyName.

- Mortaza

Exporting Contacts

ARC Scott — Tue, 18 Aug 2015 18:37:46 GMT

i am trying to export all contacts, but everytime i use Customize, Export, i only get the main contact. I need all contacts for each company. I tried to select contacts in step 3, but that doesnt give me the additional company contacts. Help.