Step 1: Log in to the system, click Settings and enter the background.
Step 2: Data Management-Data Export-Select the content and scope of the data to be exported.
Step 3: If the data within the permission is exported, after the data is successfully exported, the system will send an email to the mailbox, and then open the mailbox to download the desired data.
Convenient and quick. But you can only export data within your own authority. For example, if you are a salesman, you can only export your own customer data, and other people's customer data is invisible.
For data export in CRM system, you can consult Beijing Jizhi Technology Co., Ltd.. Jizhi is headquartered in Beijing, with branches in Qingdao, Chongqing, Shanghai and Shenzhen. The core teams are all from top Internet companies such as Baidu, Microsoft and Ali, and international consulting companies such as Accenture.
Have a perfect service system. Professional customer operation team, one-on-one exclusive customer service, 7*24 hours at any time to respond to customer demands. Want to know more? Come and pay attention to "Jizhi Technology"