3. Now that I have my data imported into the SalesImpaq CRM how do I export data including: contact, account, and opportunities to another application?06 Feb
On the second line below SalesImpaq BETA, click on File- File Export – MS Excel (.csv).
Under Export File click on Export Types and select one of three options:
Import Contacts – Import Accounts – Import Opportunities
To the right of the combo-box is a small box that you can check if you want to include a header row with your data export.
Proceed to the next section down, Select Columns
Select the data columns you desire to export.
Click option 1 – First row contains header names
If not, click option 2 – First row contains data – no headers) and proceed to:
Data Source File
