With PlaybookIQ, small business CRM software, we take care of all the work that goes into hosting, serving, storing, and presenting your data. Yet, we know that it is always your data. So, you can always export your contacts’ information.
There are two ways to do so:
1. The account owner can export all contacts on the Admin screen.
2. You can export all contacts that are the result of a search. Using this feature, you could search for all contacts in Boston, say. Using the export search results feature, PlaybookIQ users can easily create segmented lists for whatever purposes they find useful. You could export a list of all of those contacts to a postcard vendor, for example.