Vital CRM
How to export my customer data?

1. Select which customers' data you would like to export. The following are two ways to select customers that could meet your requirements.

※ Go to [Customer > More Conditions] to select the conditions. Then click on [Search] in upper right corner to get the customer list.


※ Click on particular tag, and the customers with the tag will be shown as a list.


2. After confirming the customer list of searching result, select [Actions for Customer(s) > Export Excel File] to export your customer data.

[Customer > Actions for Customer(s) > Export Excel File]
https://faq.vitalyun.com/EN/CRM#3877
How to use [tags] with [order amount] and [order frequency] to filter customers?
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