Filter and Export

  • Resolved nicolasb73

    (@nicolasb73)


    2 years ago

    I’m considering using upiCRM for a client who needs to filter entries and export the result directly.

    From what I saw, you can do the first step on one page and the export is done on a different page with a date range.

    Thank you for your anser!

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  • Plugin Author Upi

    (@upi)

    Hello,

    yes it can be done as described.

    stay in touch through our website if you need further assistance.

    Cheers,

    Uri

    Thread Starter nicolasb73

    (@nicolasb73)

    Thank you for the reply. Can you please elaborate as I can’t see an Export button on the Lead management page… I can assign leads, change lead status, but no export button for the selection.

    I need to export leads assigned to a specific sales person for instance or leads in a specific status.

    Thanks a lot

Viewing 2 replies - 1 through 2 (of 2 total)
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