Export data

In SALESmanago system you can export data for employees assigned to a particular company. In order to use that option go to CRM-> Company and Employee List -> Export data

export

 

[A] User – choose the user, for whom you wish to export the following data:

[B] Select data – choose what kind of data you wish to export; options available: messages sent to all companies, task to be completed for all companies, task and messages for a specific company, added company.

[C] Time range – here you can choose the time slot for your export.

[D] Folder – choose a folder to which you wish to export contact to.

[E] Export – click this button to export contacts.

The example of:

  • the messages sent to all companies:

mail

  • task to be completed for all companies

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  • task and messages for a specific company

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Find out more about export here