Question
- Can Views be exported to Excel?
- How to get a View from CRM into Excel?
Answer
- Select the View you wish to export from the dropdown at the top of the Contacts table.
- Once you've selected the View you wish to export, click the All checkbox next to Contact Name or use checkboxes to select specific Contacts.
- Once you've made your selections, click Excel Export under Contacts on the left side.
- From there, a popup will come up allowing you to save the file or open the file in Excel.
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