In Legrand Cloud CRM, the exporting feature is available in the Companies, Contacts, Opportunities and Jobs modules.
Perform a search using the appropriate parameters to obtain a list within the module you wish to export from (e.g. list of contacts for the contacts module/ list of opportunities for the opportunities module). Then click on the Export button to export the list to a .csv file.
Please note: If you are experiencing an issue whereby you cannot open this .csv file with Excel, please click here.
Exporting from the Contacts module:
Exporting from the Companies module:
Exporting from the Opportunities module:
Exporting from the Jobs module:
