EditPurpose
To export the contacts list or contact information to a spreadsheet in Excel (.xls) format.
EditLocations Used
Contacts List, Contacts
EditOverview
SalesdeskSuite provides the ability to export your contacts list or information on a specific contact to a spreadsheet in Excel (.xls) format. To view your list of contacts, make the menu selection
Contacts⇒Contact List from the main menu bar.
 Contact list |
1. Select what information to export onto the spreadsheet in one of the following ways:
a. To export your contacts list, click on the link More Tools to the right of the Contacts page to view additional buttons. Then click on the EXPORT CONTACTS button.
b. To export information on a specific contact, click on the name of the contact on the list displayed. The Contacts page will be updated to display the details for that contact. From here, click on the link More Tools to view additional buttons. Then click on the EXPORT CONTACTS button on the Contacts page.
2. The
File Download window will appear.
 Export the contact |
3. To open the Excel application in order to view the spreadsheet, click on the
Open button and the Excel application will be invoked to display either the contacts list or contact information. From here you can view, save, or print the information.
4. To save the list or information into a .xls file, click on the
Save button and the File Selection window will appear where you will be prompted for a file name.