Exporting Records from Salesmate CRM
To export the records from Salesmate, please follow the below steps:
- Navigate to the Profile Icon on the top right corner
- Click on the Setup
- Head over to the Data Administration section
- Click on Export Data
Download the exported Zip Folder >> Go to the download folder, Right Click and click on Extract All.
Now right-click on the excel file, click on Open With, and select Notepad.
In Notepad, click on File on the top left >> Save As.
In the File name, add a .csv extension and select ANSI in encoding.
Save the file, Now go to the same file in the folder and open it with Excel.
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