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Exporting Information from the CRM
Exporting Information from the CRM

This article outlines how to export information from the CRM to Excel.

Isobel Honour avatar
Written by Isobel Honour
Updated over a week ago

Reports and certain lists of information can be exported from the CRM into Excel quickly and easily to give you a further insight into your data. 


  • You'll need Export Lists rights to be able to do this. Your permissions can be set in User Management

Step 1: Go to a Record

In this example, we'll be exporting all of the Opportunities under a particular Contact. By clicking on the further options (three dots), select the 'Export to Excel' option from the drop-down.

Step 2: Open or Save the Excel File

You'll then be given the option simply open the Excel file or save the file if you'd like to view the file at a later date. Choose your preferred option and click 'OK'.

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