Seraf's Professional and Enterprise clients can sort, filter, and export company contacts in their account. To do so, go to Portfolio Management and select the tab for Contacts. There you will find a list of contacts across all companies and funds in your portfolio. You can choose to enter in specific parameters, such as Name, Contact Role, City, State / Province, Country, and Industry, to filter out a specific subsegment of contacts.
You can also export all contacts or those from a filtered search by clicking the Download button at the top right of the table and specifying Excel or CSV as the file type. Note that depending on the size of your records, a CSV file may be the only available option.
To upgrade your account or to see a list of additional features at the Professional and Enterprise account levels, log into your account, visit Account Management, and select Upgrade.
Comments