You can filter your Client list for a specific tag. The filtered list can then be exported to a spreadsheet file.
- Select your Business Profile.
- Select Clients on the blue toolbar.
- Select Filter at the top of your list.
- Select the Filter By dropdown menu to view the available options.
- Select Client Tag. Two more dropdown menus will appear.
- In the second menu, select Client Has Tag.
- In the third menu, select a Tag Name.
- Select the green + button to apply the filter. Your list will update to only show Clients who have that Tag on their record.
- Once the filtered list populates, you will find a Download button in the top right corner of the list which can be used to download a spreadsheet of the filtered list.
Note:
- You can filter by more than 1 tag by repeating steps 5 - 8.