How do I export contact emails from Deal contacts?
回答済みI think I have done this before but cant figure it out today... I have a Smart List of a set of Deals - I can add the Contact field - but I need the contact email field in order to export the list to excel and then grab the email addresses from that export - I don't see an option to add the Contact Email field to a Smart List.
-
Hi Adam! Thanks for reaching out on the Zendesk Sell Community! At the moment, exporting Contact data (like email address) from a Deal isn't possible, however there is a workaround. You will need to export a list of Contacts with their Email addresses and also export a list of your Deals with their Primary Contact person. You can then perform a VLOOKUP to match the Deals with their associated Primary Contact's Email Address. The following steps walk through this process:
1. Create and Export a Smart List of your Contacts and Email Addresses
2. Create and export a Smart List of your Deals with associated Contacts
Let me know if you have additional questions!
ログインしてコメントを残してください。
1 コメント