Exporting CRM data from Mercury

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

1. From the CRM tab, 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.