You have the option to export the sales list from the system directly from the sales list screen. The list will be exported as an Excel file.
Click [Sales] in the menu to access the sales list.
Export the sales list without filter
To export the entire list, press the button with the three dots, next to + New sale, then Export sales list.
💡 Tip: When you press Export sales list, the CRM will export the sales list as it is. This means that all rows and any filters that are on will affect the export.
Export sections of the sales list
To export parts of the sales list, you can check the boxes for the sales you want to export. When you have ticked all the sales you want to export, press the button with the three dots, then Export selected sales.
💡 Tip: When you press Export selected sales, the CRM will export the sales list as it is. This means that all rows and any filters that are on will affect what is exported.
Customize the sales list before export
Before performing an export, the list can be customized to what you want to be part of the export.
Select rows
The rows that are checked will be the rows that are exported. To change which rows are checked, press the Gear wheel, then Rows.
If the list looks like this, the rows About customer, Reference, Status, Contract and Subtotal will be exported. The rows Organization number, Address, Postcode, City, County and Country will not be exported.
Filter
If you want to export a specific part of the sales list, this can be done using a filter.
If you only want to export a list of sales that are marked as won, you can easily do this. Click Filter, then click Select under Sales status. A drop-down menu with options will appear, check the box for Won and press Apply.
Your sales list will then be filtered with only customers with sales status Won. The list is then ready to be exported. You can now press the three dots next to + New sale, then Export sales list.