Exporting CRM data from Mercury 5

You can export all, or a selection of, your Client or Opportunity data from Mercury into an Excel document.

How to export CRM data from Mercury 5

1. From the CRM app, open your click on the Export to Excel dropbox.
2. Choose from:
   • ALL - exports all data
   • Selected - exports selected opportunity or people records. Hold down the CTRL button to select multiple records.
   • All (email's only) 
   • Selected (email's only)

3. An Excel file will be downloaded by your web browser. Open or Save the file.

4. The final output appears as follows.