Exporting data from Salesmate Follow

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

A. Export from the List view
B. Export from Setup

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 ListView

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

• Navigate to the Contact Module.
• Select the Records you want to export. 

• You can also add columns of other modules for exporting it by clicking on Manage Columns >> Select the fields.

• You can also apply Filter and then export.

• Hit Export.

Export from Setup

Follow the below steps, to Export data:

• Navigate to the Profile icon on the top right corner 
• Click on the Setup 
• Head over to the Data Administration category
• 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, and Contacts

• 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 and receive a desktop as well as an email notification as your Export is ready.

You can Export Data is Available under

• Setup
• Navigate to the Data Administration section
• Click on Export history

• Click on the Download button and hence your data is exported from Salesmate.