How to Search by Tag and Export a Contact List from the CRM

Step 1

Log in to management.webCemeteries.com

Step 2

Hover over "CRM" on the left side menu and click "Contacts & Customers".

Step 3

Click on "MORE" in the top right corner.

Step 4

Click the checkbox next to "Tag."

Step 5

Click the Tag drop down menu.

Step 6

Select the tag(s) you wish to filter your search by.

Step 7

Click SEARCH.

Step 8

Click Export>ALL RESULTS (CSV).

You will see a new file in your downloads of a simple spreadsheet of your exported search results.