Salesforce Automation

Export Data To Cvs

Bz CRM gives you the flexibility to export CRM data in Leads, Contacts, Opportunities, Quotes, etc.

Export Data to .csv File

This feature enables you to export your records from individual modules in .csv format. You can prefer to export selected records, all records on the page, or all records in the module. For example: Leads, Contacts, Opportunities, Quotes, etc.

Exporting Data to a .csv File

If you ever want your data in the form of a spreadsheet, you can export your Products records right away.

Steps to Export Your Data

  1. Click icon
  2. Select Module For instance, Leads, Contacts, Opportunities, etc.
  3. Select records to export
  4. Click and select Export

  1. In the Export Records page, you will find the following options

Field Description
Export selected records Click on the radio button to export the records selected in List view
Export data in current page Click on the radio button to export all the records that are on the current list view page
Export all data Click on the radio button to export all records in Module
  1. Click Export button.