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How to Export Owners and Owner Addresses 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 "More" in the top right corner.

mceclip0.png

 

Step 4

Click "Ownership."

Step 5

You will see a drop-down menu for Ownership appear in your search filters.

Step 6

Click the Ownership drop-down menu and select "Owns Property."

 

Step 7

Click SEARCH.

 

Step 8

Click EXPORT > ALL RESULTS (CSV).

 

Step 9

You will see a downloaded file of the CSV you exported. You can open this file in Microsoft Excel, Google Sheets, or whichever program/application you use to view spreadsheets.