Bulk Exporting Clients onto Spreadsheet
Mariah Ashley Magnuson
Hello I was wondering if this feature already exists where you can select a lot of customers to call on & then export onto a spreadsheet? (this process helped me be a mean lean dialing machine when I worked for another employer using Service Titan) but of course you would want to like make sure all the correct tags//contact info i.e. landline//cellphone etc are logged into WooSender. This was especially easy to do because the phone number associated with the customer's account pulls up their info and so you can easily go down a list pretty fast and not lose your place since it's on paper and crossing them out (not sure if WooSender has this feature either)