Installation Company ERP / CRM


How To Export Enquiry Notes to Excel or PDF

To Do This:

  1. Click the edit icon beside the enquiry and head to the Notes tab.
  2. Select the Export to Excel button and once opened, enable editing. Sort and filter as required.
  3. Head back to the enquiry notes, and select the Export to PDF button.

Thank you for watching our how-to video on How To Export Enquiry Notes to Excel or PDF, for more information and access to our free trial please visit our website https://businesspilot.co.uk

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