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Download CRM Data

Data from a configured CRM account can be downloaded into the system with few simple steps.

In order to be able to download CRM data you must first ensure that your CRM data has been imported. See how to Import CRM data.

To download CRM data, hover over the Data section of the Navigation bar and click on Import CRM Data. You will be directed to a screen shown below.

 

Click on Download Data to start the downloading process and you will be asked to select an account and a campaign.

Select the appropriate information from the dropdown menus and click Download.

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