How to find contacts in Webdadi via Advanced Search and to download those contacts into Excel
To download types of contacts (Landlords, Vendors etc) from your Webdadi account:
Once the list downloads you can then copy and paste the list of email addresses and send your client list information from your email. Or you can use the contact_list to upload into another CRM program.
Remember to save the Excel spreadsheet as a xls file once completed, as the file will download as a CSV file.