How do you extract your CRM contacts into an Excel sheet?
Hello,
I am trying to download the contacts from my CRM into an Excel sheet, but when I click the "Zoho Sheet View," it doesn't give me all of the sections (i.e. Account Name, Title, etc.) which I need. It only gives me the following categories: Contact Name, Phone, Email. Does anybody know how I can extract information from the categories I want into an Excel sheet?
Thank you.