How do I export the table view?
Use the table option to view people, companies, properties, and deals in a table layout.
- Navigate to the People, Companies, or Properties (or Projects, Deals, etc.) section..
- Tap on the View Settings icon.
- Select Table.
If you would like to customize the table view, please see this knowledge base article to learn more.
When you are ready to export your view, tap on the checkmark next to the people, companies, properties, etc you wish to export.
a. Tap on the checkmark at the top to select ALL contacts.
b. Tap on the checkmark next to the name to select one contact.
Tap on the checkmark in the bottom right to open the Bulk Actions menu and then tap on Export.
Choose:
a. Export only the selected table columns in this view
b. Export all columns
