January 18, 2009

How do I export data from Pivotal CRM to Excel format?

Can you answer justanickname's question about CRM?:

I am using an older (non-browser) version.

Zoho CRM

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Comments on How do I export data from Pivotal CRM to Excel format? »

January 20, 2009

DQ @ 8:02 am

Very easy. For searches, just click on export button on lower right bottom of screen. Select excel, hit button and that's it. you must have excel loaded on the computer.
For Reports, once result comes back, click on icon in upper left hand corner of the screen and then select excel from dialoge box.

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