Revwit makes exporting your contact or deal records simple, allowing you to use the data for reporting, analysis, or sharing with stakeholders outside the CRM. Here’s how to do it:
Access the Records
- Navigate to the People, Companies, or Deals tab, depending on the records you want to export.
Export the Records
- Click on the Export button at the top right of the table.
Download the File
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Once the export is complete, the file will be available for download.
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Please save the file to your device and share it as needed.
Revwit’s exporting feature allows you to effortlessly share insights and collaborate with your team or clients outside the platform.