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
