Introduction
Zoho CRM is a widely used customer relationship management platform, allowing you to manage and organize your contacts effectively. In some instances, you may want to export a list of contacts that have phone numbers into a CSV file that includes only the contact name and phone number columns. This tutorial will guide you through the process of exporting this specific data from your Zoho CRM account.
Step 1: Log in to Zoho CRM
Visit the Zoho CRM website (https://www.zoho.com/crm/) and log in to your account using your credentials.
Step 2: Access your Contacts
After logging in, click on the "Contacts" tab in the main menu at the top of the page to access your Contacts module.
Step 3: Filter Contacts with Phone Numbers
Click on the "Filter" icon located to the right of the search bar. Click the "+ Add Criteria" button to create a new filter. In the "Field" drop-down menu, select "Phone." In the "Operator" drop-down menu, select "is not empty" to display contacts with a known phone number. Click "Apply" to apply the filter.
Step 4: Export Contacts as CSV
Select the filtered contacts by checking the box next to the "Name" column header. Click on the "Export" button located above the list of contacts on the right side.
Step 5: Customize Export Properties
In the "Export Contacts" pop-up window, select "Selected records" and choose "CSV" as the file format. Under "Select Columns to Export," deselect all properties except for "Full Name" and "Phone." This will ensure your exported CSV file only contains the contact name and phone number columns. Click "Export."
Step 6: Download the CSV File
Zoho CRM will notify you via email when your export is complete. This may take a few minutes, depending on the size of your contact list. Once you receive the email, click on the "Download" button within the email to download the CSV file to your computer.
Conclusion
You've successfully exported your Zoho CRM contacts with phone numbers as a CSV file containing only the contact name and phone number columns. You can use this file to import your contacts into another CRM, analyze the data in a spreadsheet, or share it with your team. Remember to keep your contact data secure and up-to-date, and make the most of Zoho CRM's robust features to manage and grow your business.