Dealers frequently request a list of their customers and their emails. Below are instructions on how to retrieve this information and export it to an excel file.
*note – this method only provides the email on the customer record, not the bill to email used for invoices/statements.
- Log into Managely click on CRM and then click Customers
- Click on the ellipsis (the three vertical dots) to the right of the customer # column, click on columns and check the email check box; click Apply
- Click the Export to Excel button
- You will now have an Excel file with all of your active customers and their emails
