Installation Company ERP / CRM


How To Export Notes to Excel or PDF (Contact, Lead, Contract)

To Do This:

  1. Within the Contact page, head to the Activity’s tab and select Notes. Select ‘Export to Excel’.
  2. Select ‘Enable Editing’ if you’d like to make any changes.
  3. Selecting ‘Export to PDF’ will create a PDF document of the notes. Please, note this document can not be edited.
  4. The same process can be replicated in the Lead page.
  5. Excel is an excellent way to refine the information you are looking at. You can filter the fields to see the information you need using the ‘Sort and Filter’ option.
  6. Again, the same process can be replicated within the Contract page.
  7. Exporting to PDF is an excellent option if you require a professional document for meetings etc and no changes need to be made.

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

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