InsuredMine CRM | Optimize and Grow Your Insurance Agency

Download deal chart table data into Excel format

Update – Any table representation of data in the sales dashboard can be downloaded into an excel file.
Application – Now download and share reports and get the whole team in-sync

 

Process:

  • Navigate to the Dashboard and choose Sales Dashboard 

  • Choose any report with a table view to find the Download Table Data button.

  • The table will be downloaded into your computer in .csv format.

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