Open topic with navigation
Get link | About Sage CRM editions
Exporting a group
User Requirement: Information Manager rights
This step assumes you've already set up a External Mail Merge wave activity and a document template.This step also assumes that the Campaign workflow is switched on for your campaign.
- Select a wave activity with an External Mail Merge type.
- Click Create File For External Use.
- Confirm the group to be exported from Group.
- Click Save. If the output file already exists, it's overwritten with no warning.
- Select Spreadsheet (CSV). The list of contacts is displayed in spreadsheet format in a new window.
- Complete the communication and export details and click Save. This allows a record to be kept against the wave activity and each person in the group. You can view the link to the exported group from My CRM | Shared Documents.
- Once the wave activities are completed, click Completed to change the status of the wave activities. You can also update the actual cost of the wave activities and the wave status.
Open topic with navigation
Sage CRM user assistance PDFs
