Export your contacts and deals to an Excel file
There is a now an additional option to export your data in your preferred file format from OnePageCRM. Along with the ability to download to a CSV file, users can now export all contacts and deals to an excel file.
Benefits of exporting from OnePageCRM:
To backup or share: You can export all your data from OnePageCRM, if you would like to have a backup or maybe you need to share with other team members.
Greater visibility for further analysis: You can export your contacts in order to get an overview and see the history of interactions made with your contacts.
Export to Excel: This ensures the file formatting is not lost irrespective of the language selected in your operating system.
Exporting deals: This gives you a full analysis of all of the potential deals in your account, ensuring you’re better equipped at your sales meetings.