How to export campaign members data – PlanMill Help – PlanMill is a SaaS and On-premise ERP for professional service business. This site is for users, administrators and partners

How to export campaign members data

  1. Go to Sales & marketing > Campaigns.
  2. Go to the members view either by:
    • Click on the number link in Members column so you will see the edit members view or
    • Click on the campaign name and in the summary view click Edit members.
  3. Click Export according to the format you want the export file to be.
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