Vital CRM
How can I export Company data?

There are 2 ways to to filter the company information before export.

Filter Through Criteria
1. Go to [Company > More Criteria] to filter the company information you want to export.


Filter Through Label
1. Click a company label to filter the company information you want to export.



2. After selecting the company information to be exported, click [Tools] and select [Export Excel File] from the drop-down menu.
Note: If you want to export all company information, you can directly skip to this step directly!
 

After selecting the company information to be exported, click [Tools] and select [Export Excel File] from the drop-down menu.
https://faq.vitalyun.com/EN/CRM#4139
如何匯出公司？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
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