Overview Of Different Exports

Topic:

Overview Of Different Exports

Overview of different exports and what they are for

Review the points outlined below, then use the button provided to continue to the next topic.

Activities: Export your activities
Contracts: Export contracts
MOP DC/DA: Export MOP and DC/DA contracts
Tenders: Export your tenders
Customers: Export your Customers
Leads: Export your Leads
Lead KPIs: Export key performance indicators for your leads
Contacts: Export your contacts
Portfolio: Export your meters
Sales: Export your sales
Supplier Contacts: Export your supplier contact information
Products: Export the products setup for your suppliers
Referral Commission: Export your referral commission
Invoices: Export details of invoices processed through Bill Validation
Vendor Agreements: Export your Vendor Agreements
Budget Consumptions: Export Budget consumptions
Meter Lookups: Export a log of Meter Lookups used
Notes: Export a change log list of notes made on the history against Customers, Sites, Meters and Tenders