You can easily get data in multiple formats in crm modules

[Rakibul200]

You can avoid logging into the google sheets application and this way you can eliminate switching between screens to complete the data transfer. If you want to export the data of policies purchased by your customers in january , you can build a brand new table from the crm itself. And, you can export the data by selecting the records available in vtiger crm. Add data to an existing spreadsheet if you accidentally missed the transfer of some customer data, you can export it by choosing to add the data to an existing spreadsheet.

If you are creating a new spreadsheet or gambling data hong kong user list using an existing one, you can export records from the current page or transfer up to a maximum of one thousand records. For more details, click here advantages vtiger google sheets integration helps you streamline data transfer with minimal manual intervention. With google sheets integration with vtiger crm, you can: record data in various formats - spreadsheet and list view: and google spreadsheets.

If you want to discuss with your team, you can quickly export the data you want directly from vtiger crm. Export data from various crm modules: as mentioned above, if you want to export data to check which policies have a higher percentage of sold out, you can go to vtiger sales orders and transfer the data. On the other hand, if you just need information about a customer, you can export it from the contacts, leads, or organization modules.