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Exporting a Company list from a search list
If your System Administrator has given you rights, you can quickly create a list report in CSV or Text file format from any search list, saved search, or group.
- Click Find | Company and search for particular companies. For example, all London based companies in the system that are assigned to you.
- Click Export to File.
- Type in a name for the file, and select the format you want the file to be produced in — Excel CSV, CSV, or Text.
- Click Save. The list of companies is exported to a CSV or text file.
See Also:
Company list by segment (List)
Activities logged report by user (Cross Tab)
Opportunity closing history (Historical)
Person summary report
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