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    Exporting Proposals
    • 29 Mar 2023
    • 1 Minuto para leer
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    Contenido

    Exporting Proposals

    • Actualizado en 29 Mar 2023
    • 1 Minuto para leer
    • Oscuro
      Ligero
    The content is currently unavailable in Spanish. You are viewing the default English version.
    Resumen del artículo

    You can export proposals data to keep a local copy of your records.

    Exports include all the data available in your location by default.

    You can reduce the data included in your file by using one or more of the filters available.

    You must be a full unrestricted admin to export data from Nexudus.

    1. Log in to dashboard.nexudus.com if you aren't already.

    2. Click CRM > Proposals.

    3. Tick the checkbox next to any of the listed records.

    4. Click on the export icon Export icon in the top-right corner of the page.

    Your download should only take a few seconds. You can find your export XLS file in the Downloads folder of your device.

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