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
- From the CRM app, open your click on the Export to Excel dropbox.
- 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.