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Downloading everyone who wrote to your team

Company accounts

Export to CSV on Team downloads everyone who wrote to any seat, with the seat and the person in it beside each one, as a file that opens in Excel or Google Sheets.

In your dashboard: Team > Export to CSV

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  1. Open Team.

  2. Press Export to CSV at the top of the screen. It is there once your team has at least one seat.

  3. Open the file in Excel, Numbers or Google Sheets.

The file lists everyone who wrote to any seat's card, closed seats included. Its columns are: Seat, Person in the seat, Name, Phone, Email, Company, Message, Link and When.

The list of seats themselves, with who is in each one, is on the Team screen itself; the file is about the people who wrote in.

Only the account owner and admins can download this file. A team member on a Locked card sees how many people wrote to their own card, but not the list itself. A member you switch to the full dashboard sees their own card's list on People and can download it; each download shows on their seat's page. See Your full dashboard as a team member.

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