To export the records from Salesmate, please follow the below steps:
- Navigate to your Profile Icon on the top right corner
- Click on Set-Up
- Head over to the Data Administration category
- 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.