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Why is my CRM export greyed out?

I can't export to my CRM

Troubleshooting Tips:

  1. Have you connected to your CRM? If not, make sure A) Your TAMI account admin has connected and integrated to your CRM. B) Then you must connect your TAMI account to your CRM profile. Find out how to do this here.

  2. Has your TAMI app administrator blocked your export functionality? If so, TAMI will not allow you to export to your CRM. Request access to the member of your team responsible for managing TAMI access.

  3. For Salesforce Users Only - Depending on your companies Salesforce export setup, you may see Salesforce grayed out due to export type. For example, if your TAMI admin setup the export as a lead, when in the companies results view, the Salesforce export option will be grayed out. Likewise, if the icon is grayed out in the contacts view, it is due to the export being setup for accounts.

Have you connected to your CRM? If not, make sure A) Your TAMI account admin has connected and integrated to your CRM. B) Then you must connect your TAMI account to your CRM profile. Find out how to do this here.

Has your TAMI app administrator blocked your export functionality? If so, TAMI will not allow you to export to your CRM. Request access to the member of your team responsible for managing TAMI access.

For Salesforce Users Only - Depending on your companies Salesforce export setup, you may see Salesforce grayed out due to export type. For example, if your TAMI admin setup the export as a lead, when in the companies results view, the Salesforce export option will be grayed out. Likewise, if the icon is grayed out in the contacts view, it is due to the export being setup for accounts.