You can export data from several key sections of the platform, including Contacts, Special Dates, the Upcoming Dates Board, and Workflows.
To export any of these views:
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Navigate to the section you want to export.
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In the top-right corner of the page, locate and click the Export button.
The system will generate an Excel file containing the data from that section. Once the file is ready, you can download it directly to your device for your records or further analysis.
Regularly exporting your data is a good practice for maintaining backups, sharing information with your team, or working with the data offline.