I’m just learning FreshCRM and surprised there is no obvious way to export contacts, accounts or deals to a CSV file. I expected an option in the contacts, accounts or deals list view to export but its not there. I looked at Analytics but can’t seem to add columns to the table output.
The reporting tool in analytics looks like its not extensible.
Is there any way for a sales manager to export a list of contacts, accounts, or deals. Need to be able to filter to various lists and customize columns for the output.
Best answer by Aishwarya ParthasarathiView original