TealCRM offers the ability to export all or a portion of your data records from the Companies, People and Deals modules.


In each of these modules look for the Export CSV button:


To download data you can do any of the following:


  • Simply click Export CSV to download all of the records for that given module.

    or

  • Use the checkboxes to select which records you want to export.

    or

  • Create an Advanced Search and export data based on your search parameters.