How to export my data to Microsoft Excel?

You can export records into Microsoft Excel from Soffront CRM.

Please follow the steps below.

1. Login to Soffront CRM.

2. Open Accounts or Contacts from home page

3. Select the records which you wish to export.

4. Click on icon from left hand menu.

  • Click “Export selected records”  to only export the records you have chosen earlier.
  • Click “Export all records” to select all records on this page.

5. Click on export to download the Excel file to your computer.

Note: This method is recommended for Exporting selected records to Excel.

Click on the link to find How to Export all your data from Soffront Online CRM