Skip to content
KLERQ Knowledge Base

Export contacts

Overview

Section titled “Overview”

Exporting contacts gives you a spreadsheet of the people recorded against your clients — most usefully, the referees available for directory submissions.

It is the quickest way to review referee coverage before submission season: who you have, which companies they sit at, and where the gaps are.

Steps

Section titled “Steps”
  1. In the left menu bar, click Contacts under the Firm heading.

Step 1

  1. Apply any filters you want the export to respect, then open the export page.

Step 2

  1. Click Export to download the spreadsheet.

Step 3

Section titled “Related”