In SALESmanago system you can export data for employees assigned to a particular company. In order to use that option go to CRM-> Company and Employee List -> Export data
[A] User – choose the user, for whom you wish to export the following data:
[B] Select data – choose what kind of data you wish to export; options available: messages sent to all companies, task to be completed for all companies, task and messages for a specific company, added company.
[C] Time range – here you can choose the time slot for your export.
[D] Folder – choose a folder to which you wish to export contact to.
[E] Export – click this button to export contacts.
The example of:
- the messages sent to all companies:
- task to be completed for all companies
- task and messages for a specific company
Find out more about export here
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