Installation Company ERP / CRM


How to Create a GDPR Compliant Mailing List from your Enquiries

  1. Head to the Main Menu.
  2. Click Enquiries.
  3. Clear all filters.
  4. Click ‘Export to Excel’.
  5. Once the Excel sheet opens press ‘Enable editing’ in the yellow banner at the top of the page.
  6. Scroll to column ‘O’ with the heading ‘Marketing’.
  7. Click ‘Sort & Filter’ in the top, right-hand side of the screen.
  8. Select ‘Filter’.
  9. Click the new filter besides the heading on column ‘O’.
  10. Select/deselect all marketing with email listed.
  11. Copy and paste the email addresses into the +bcc field in any marketing platform you choose.

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