To Do This:
- Within your Enquiries tab, select the ‘Export To Excel’ button.
- Enable Editing. And filter the spreadsheet as required using the ‘Sort and Filter’ option.
- 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