Export a list of customers that have not had a job scheduled in the last year for your marketing team. We have several option in the Site customer advanced search to filter the customers for different criteria.
Export a customer list
To export a customer list, use the advanced search to filter the customers that you want to export.
In Accounts - Site (customers) click Advanced Search to see all available search filters
To find all customers that have not had a job scheduled since last year, enter a date range in the last job scheduled, for example previous year.
To export this list, click the Export button, select Found, and Export to CSV. This will download a spreadsheet with the customers that that you can edit and import to your CRM.
