Let’s say that you need to download a client list that shows your clients’ first and last name, phone number, and email address. You also just want to pull clients you’ve done business with before.

First, navigate to your Projects tab. Make sure you’re viewing all projects by selecting "Include Archived Projects"

Next, add in the Client Name, Phone Number, and Email Custom Columns.

Then, select “All Projects"

After, select the 'Download' button in the top right.

Finally, select 'Project List Visible Columns' export your list to Excel!

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