• HELP CENTER

  • Getting Started
  • CRM
  • Deal Pipeline
  • Portfolio Company
  • Investee Company Portal
  • Investors
  • Investor Portal
  • Funds
  • Investee Fund Portal
  • Reports and Analytics
  • Deal Data Room
  • Help Desk
  • Document Management
  • Excel Add-in Integration
  • Email Integration
  • Implementation
  • Custom Settings
  • System Administration

CRM

  • Contact Setup
    • Quickly Create a Contact
    • Create/Edit a Contact
      • Create a Contact
      • Edit a Contact
      • Delete a Contact
      • Duplicate a Contact
    • Import from Excel
    • Export to Excel
  • Contact Summary
    • Summary Panels
    • Comments
  • Tasks
    • To Do
    • Event
    • Activity History
  • Help Desk
  • Email
  • Documents
    • Add a Document
    • Add Existing Document
    • Edit/Delete a Document
    • Download a Document
  • Organization Setup
    • Quickly Create an Organization
    • Create/Edit an Organization
      • Create an Organization Manually
      • Edit an Organization
      • Delete an Organization
      • Duplicate an Organization
    • Import from Excel
    • Export to Excel
  • Organization Summary
    • Summary Panels
    • Comments
  • Tasks
    • Task
    • Event
  • Help Desk
  • Email
  • Documents
    • Add a Document
    • Add Existing Document
    • Edit/Delete a Document
    • Download a Document
  • Google/One Drive Integration
Help Center /

Export to Excel

To export contact to Excel, follow the steps below:

1. Click on Contacts in the main menu.


2. Click on the three dots menu next to Add Contact button. Click on Export to Excel.  


3. The Contact Export window is displayed. Select the export options and click  Export Contacts.


4. The Excel file will download with the data of selected records or all records.