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How to: Export a list of emails from a Contact Group

  1. Go to Contacts


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  2. Select the Contacts drop down to search for a contact filter. 
    • From here you can click the arrows to expand the filters, the following are examples. 
      • Contact Groups are managed on a per agent basis - an Agent (contact) can have multiple Contact Groups associated. 
      • Commission is managed per Agent under contract an agent will only have one active commission at a time.
         

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  3. Select a filter and click search (Magnifying Glass)
     

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  4. Once all agents are loaded, right click any agent on the left side, select Export > CSV file

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  5. It will ask you to select a save locations, then it should automatically open up. 

    In the CSV you will find an EmailBusiness header - This is the primary contact for each agent. 

     

  6. You can highlight all cells email cells then copy & paste these into the To section in Outlook.