In WorkSpan users can Export their Sales Plan where they can get a copy of the Sales Plan table view in CSV format. Owners, Collaborators, participants, and viewers of a Sales plan can export a Sales Plan table view.
To Export a Sales Plan
1. Navigate to your Sales Plans Landing Page and go to the table view.
2. Select one, more or all plans that you want to export by checking the checkbox next to the plans.
3. Then select the "Export" option to export the table view of SalesPlan to CSV.
For more information see:
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