5.6 How to Export the Potentials?

Sometimes, you need to export the potentials to other applications such as Microsoft Excel for further analysis. Follow the given instructions for exporting the potential records from TDS CRM to other applications.

  • Go to Sales > Potentials.
  • Click on Export icon from the toolbar.
  • A file download popup will show up.
  • Select the option of Save File to save the file in your system.