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How to export contracts

Exporting contracts in Campaign Manager

A
Written by Almer Schrijver
Updated over a week ago

Go to Campaign Manager and log in with your credentials.

  • Go to 'Exports'.

  • Select 'Contracts'.

  • Click on 'Search Contracts'.

  • Click on the 'plus icon ( + )' to add an export.

  • Fill in the export information, fields with an * are required.

  • You can refine the export to a specific Project or Result.

  • Choose whether to include contract PDFs and Voicelogs when applicable.

  • Click save.

  • Click on 'Search Contracts' to refresh the export page. The status of the requested export will change from 'waiting' to 'in progress' to 'executed'.

  • When the export is executed, it's ready to be downloaded.

  • Select the export.

  • Click on the download button to download the .csv file.

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