Data can be exported from the Contacts, Companies, Deals and Transactions pages. To export data from TIEIT to Excel, please follow the steps below:
- Go to the page you want to export the data from. Contacts, Companies, Deals or Transactions.
- Within any of the columns, select the hamburger menu.
- Hover over the Columns section.
- Select the column fields you want in the export.
- Click on the three dots to the right , choose Export to Excel, and the file will download on your machine.
How-to Video: How to Export Data to Excel