Export of Projects
Why Export Projects?
- make a backup in case of force majeure;
- add exported information to reports;
- send information to those who are not in Smarty CRM.
How to Export Projects?
- Go to the Projects section.
- Select Export at the bottom left.
- On the Export to Excel file page, stay in the Contacts tab or go to the Archive tab.
- Check the boxes next to projects.
- Click Export to Excel file below.
The projects will be downloaded to your device.
Export of projects is also possible when performing mass operations with objects. More...