Skip to main content
All CollectionsIntegrationsCRM
How to Download a CSV of Follow Up Boss Contacts
How to Download a CSV of Follow Up Boss Contacts

Learn how to export your all of your Follow Up Boss CRM contact records into a CSV file.

Updated over a month ago

Export a CSV of Follow Up Boss Contacts

Steps to download a copy of your FUB contacts into a CSV file. Note: you must have admin permission to export the Follow Up Boss contact records.

How to Export FUB Contacts

  1. Go to People

  2. Click on All People

  3. Click the checkbox next to Name

  4. Click on link Select All Contacts

  5. Click on Export button

  6. Click on Export All Columns

  7. Click Yes. export all people

Once you have exported the Follow Up Boss CSV file you can find the file in your downloads that starts with the name: all-people

You can then use the file to upload contacts to CallAction for a revive campaign or to use dnc scrubber and email verification tool.

Need more help? Use the live chat at the bottom right of the page.

Did this answer your question?