Spreadsheet View!

Did you know that you can easily switch your CRM’s list view to a spreadsheet view?

 

 

Not only that, but you can then manage that list (100 rows at a time) as a spreadsheet.

For example, you can:

  • View and edit fields
  • Add and edit records
  • Sort by multiple columns
  • Search for content or differences in entry formats
  • Do calculations
  • Save a .csv copy and use the file in other tools

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