GuildQuality ClassicCRM Instructions

CoConstruct Export

From the main Dashboard, go to “Contacts” and use Advanced Search to select the criteria needed (“Won” or “Completed” lead stage, sale date, owner, etc). Click “Search” then “Export Contacts”. This should provide the name, address, phone numbers, emails and “owner” (usually either the sales person or PM, depending on their process) that you have on file for your clients based on the criteria you’ve set.

Once you have your export, you can upload it to your account, or email it to data@guildquality.com with your company name and any special instructions you might have.

If you need to add filters to your account to include additional information for tracking and reporting, please click here to learn how to do so.