Data Export

The ability to easily extract your CRM data is just as important as the ability to import it. The tutorial shows you how to use Data Export to extract information for external analysis, marketing platforms, or any other purposes.

In this video guide, you’ll find out how to:

• select records you’d like to extract;
• choose which fields to include;
• export records in XLSX or CSV format.

Your data is always within reach.

• Accounts
• Contacts
• Leads
• Opportunity Tracking
• Calendar and Activities
• Data Import
• Using Print to PDF
• Reports and Analytics
• Data Export
• Security Roles
• Entity Manager
• Dynamic Logic Configuration
• Working Time Calendar Organization
• Meeting Scheduler Configuration
• Web-to-Lead Guide
• Customer Portal Administration
• Workflow Management
• Business Process Management (BPM)