In compliance with GDPR, Freshworks CRM incorporates an option where users can opt to export a record from their system. This allows them to download their data when they opt to move to a new CRM.
Here’s how you can ‘export’ a contact:
- On Freshworks CRM, head to the contacts section. Find a contact of your choice and click open the same. This opens the details page of the contact.
- Find the "three-dot" button and click the same. You will be presented with a drop-down menu that allows you to execute various actions on your contact.
- Click the Export button. This will initiate the process of creating a downloadable file that contains your contact information.
- This will be followed by a success message. You will now receive an email containing a zip file. The zip file contains your contact information.
- Download the zip file from your email and extract it to get your contact file.
Note: To download the data, you will be requested to authenticate using Freshworks CRM credentials.
Note: To bulk export a select set of contacts, use reports, and export a .CSV file consisting of contacts of your choice. To do the same, follow these instructions