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Solar eCRM Setup

Leads Module

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Orders Module

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Invoice Module

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Corporate Company

export_data

Export Data

User can export data into csv file format. Modules that can be exported into csv file format are -

  • Leads
  • Quotes
  • Orders
  • Invoice
  • Products
  • Users

Select one of the modules and click “Export” button to export data from selected module to csv format.

 Settings -> Export Data -> Export 

export_data.txt · Last modified: 2019/02/28 13:20 (external edit)