fbpx

Installation Company ERP / CRM

Knowledgebase

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.

Did This Answer Your Question?

If not, try searching for another article below…

See what Joe thinks about Business Pilot

Request a Call Back

  • Hidden
  • Hidden
  • This field is for validation purposes and should be left unchanged.