Installation Company ERP / CRM


How To Export your Enquiries to Excel or PDF

To Do This:

  1. Within your Enquiries tab, select the ‘Export To Excel’ button.
  2. Enable Editing. And filter the spreadsheet as required using the ‘Sort and Filter’ option.
  3. Head back to your Enquiries page, and select the ‘Export to PDF’ button. Remember exporting to PDF is a much more simplistic view compared to Excel.

Thank you for watching our how-to video on How To Export your Enquiries 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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