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Export To File

This example shows you how to export a list of companies to a file. In this example, you export a list of companies where you are the Account Manager, based on a Saved Search. For more information on Saved Searches, please refer to Creating a New Saved Search.

To export the list of companies:

  1. Right-click or hover over the Find menu button, and select Company. The company Find page is displayed.
  2. Retrieve the Saved Search list by selecting it from the drop-down list at the top right-hand side of the Find page. A list of companies matching the saved search criteria is displayed. A new set of action buttons is also displayed on the right-hand side of the page.
  3. Select the Export To File button on the right-hand side of the screen. The Export File Options page is displayed.
  1. Choose how you would like the output of the export to appear. Select from CSV, Excel CSV or Text. The default is CSV.
  2. Select the Save button. The output is displayed in spreadsheet format in a new browser window. From the new window, you can review the information and save by selecting File | Save As. You can also access the exported file from the My CRM | Shared Documents tab.

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See Also:

Start Mail Merge

New Task

Send E-mail

Introduction to List Actions