Exporting data from HyperTeam CRM
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To export data from the HyperTeam CRM, users first click the Export/Import icon from the CRM homepage to open the export function. They then select the Export tab and choose an export category to determine what information is exported. Users can also add a specific date range for the export by checking the "Add date range" box and setting a start and end date. Finally, clicking the Export button will automatically download the exported data as an Excel file for the user to open and edit or save.
Exporting data from HyperTeam CRM
- 2. www.sharepoint-florida.comCRM homepage Export/Import Click on the Export/Import icon to open the export function of your CRM
- 3. www.sharepoint-florida.comExport to Excel Step 1: To export information from your CRM be sure to select the “Export” tab from the menu
- 4. www.sharepoint-florida.comExport to Excel Step 2: Pick an export category – this will determine what information is exported
- 5. www.sharepoint-florida.comExport to Excel Step 3: If you would like to export data from a specific time period, simply check “Add date range” and input a start and end date
- 6. www.sharepoint-florida.comExport to Excel Step 4: Select the “Export” button Your Excel file will then automatically download
- 7. www.sharepoint-florida.comExport to Excel Step 5: Open the Excel file to edit your information or save it just the way it is!