How do I export records from the CRM?

Accounts, Contacts, and Opportunities can easily be exported from the CRM using the built in Export feature. To export records, go to the tab for the record type you want to export (Accounts, Contacts, or Opportunities) and click the Export button near the top of the screen. Optionally, you can run a search prior to exporting records so that only search results are exported. 

Note: Only users with Admin privileges can use the Export tools. If you do not see the "Export" button in your CRM, please let us know and we can grant you Admin privileges.