You can export selected records from Soffront CRM to Microsoft Excel.
Please follow the steps below.
1. Login to Soffront CRM.
2. Open any Group or Filter from Accounts or Contacts home page
Note: Make sure you are set to see the List View
3. Set the Records to display per Page View settings.
4. Select the records which you wish to export and click on More icon.
5. Click on: “To Excel” option and below page will appear
- Click “Export selected records” to only export the records you have chosen earlier.
- Click “Export all records” to select all records on this current page.
6. Click on Export button to download the Excel file to your computer.
Note: This method is recommended for Exporting selected records to Excel and It will only export the available columns from the current page. You can add the necessary columns before export the list. Click on small setup icon next to pagination to customize the list.
If you want to export all your CRM data to an excel file, then follow the steps here