Exporting a Sales Plan

Follow

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

Steps:

1. Navigate to your Sales Plans Landing Page and go to the table view.

Sales-Plan.gif

2. Select one, more or all plans that you want to export by checking the checkbox next to the plans.

Sales-Plans-export.png

3. Then select the "Export" option to export the table view of SalesPlan to CSV. 

sales-Plan-export.gif

 

For more information see:

 

0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.