Exporting data from Salesmate Follow

Exporting data from Salesmate is straightforward, and there are two ways to do this.

• Export from the List view
• Export from Setup

A list view is an ideal way when you want to export what you see. You can combine fields from different modules ( Company, Contact, Deals, Activities) to pull out what you need. Whereas, exporting from Setup allows you to export all records from each module separately.

Export from the List View

If you only want to export selected records or filtered data you can use List View.

• Navigate to the Preferred Module
• Select the Records you want to export. 
• You can also add columns of other modules for exporting it by clicking on the View Settings option >> Select the fields.

• Once the Records are selected click on the Export option

Export from Setup

Follow the below steps, to Export data:

• Navigate to the Profile Icon on the top right corner
• Click on Set Up
• Head over to the Manage  Data
• Click on Export Data

• Choose the Module for which you want to export the records. 
• Select what you'd like to export - Deals, Activities, Companies, Contacts, and Custom Modules

• Select what you'd like to export, and choose the view and fields you want to export.
• Click on the Export button.

• You will be routed to the "Export Confirmation" screen 

• Once the Export is completed, you will receive a desktop as well as an email notification as your Export is ready.

• You can Export Data is Available under
• Click on Export history
• Click on the Download button and hence your data is exported from Salesmate.