Mail Merge export as excel file
I have created a mail merge template that grabs certain client criteria from successful deals to simplify adding a new client in our software.
The mail merge template grabs all the data perfectly (it is currently formatted as a table).
I want to be able to export this mail merge as an excel file so I can upload it into our software (it only accepts excel files). The only problem is, the only options I see are either a word doc or a PDF.
Anyone have any suggestions how I could achieve this? Maybe even a different process other than mail merging.
Thanks!!