Export of Projects

Why Export Projects?

You can:

  • 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?

  1. Go to the Projects section.
  2. Select Export at the bottom left.
  3. On the Export to Excel file page, stay in the Contacts tab or go to the Archive tab.
  4. Check the boxes next to projects.
  5. 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...