Exporting Contacts From Follow Up Boss

How do I get contacts out of Follow Up Boss?

Follow these steps to export your contacts from Follow Up Boss.

  1. Log in to your Follow Up Boss account.
  2. Click People in the main menu.

  3. Select the check box in the top left corner of the People table.

  4. Click Select all to select all contacts.

  5. Click the Export button.

  6. Select the Export all columns check box.

  7. Click Yes, export people.

    Your contacts will be downloaded as a CSV file and may be found in the Downloads folder for your browser.

Now that you’ve exported your contacts, you’re ready to import into Top Producer® X CRM.

Log in to import contacts into Top Producer® X CRM


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