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How to export customer timeline?
How to export customer timeline?
Irina Anichshuk avatar
Written by Irina Anichshuk
Updated over a week ago

To export a customer timeline, please follow these simple steps:

  1. Access a customer profile via Customers Dashboard

  2. Select "Export" button and desired date range, then press "Export timeline as PDF"

  3. Check your inbox for an email from Kolleno

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