Q. How do I print a list of just my referral sources; exporting data to excel spreadsheet?

A. First search for the contacts by putting in search criteria (CONTACTS > SEARCH FILTERS):

In the below selections/filter, we are searching for Referral/Partners where Pat is the account executive:

 

Then Select all (in this case 11 records) by clicking the checkmark at the top or the check mark in front of the contacts you individually select:

And lastly, select “Export Contacts” under the “Contact Tools” menu:

Once you click Export, a Excel spreadsheet will be downloaded and will likely download into the “downloads” folder and/or be visible in the bottom left of your screen.