Sales Tab

Export to Excel®

Users can export Sales Appointment data to Microsoft Excel® by clicking the Export link.

Customizing the Sales Tab View

Change what fields display by creating a custom view

To create a custom view

Click the Add button to the right of the view drop-down

Give the View a name, and select which fields display using the arrows in the middle

Click Save

Further narrow down which data is exported using the filter drop-downs at the top of the page

 

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