HomeCRMCustomer GroupHow to download customer List

How to download customer List

This document explains how to download the customer contact list from the Twirll Portal. By following these steps, users can access the Contact List and export customer information as a CSV file for reporting, communication, or record-keeping purposes.

Step 1: Open the Twirll Portal. Enter your registered email address and password and login there.

  • Navigate to Sales.
  • Navigate to Manage Contacts

Step 2: Open the Contact List
Click Contact List to view all customer contacts.

Step 3: Download the Customer List
The complete list of customer contacts will be displayed.
Click the Download CSV option to export the customer list.

Related documents :
Create Customer Group
Assign Customer Group To Customer
Bulk Update Customer Group Pricing
Manage Customer Groups Items Pricing

 

Was this article helpful to you? Yes No