How to Export a Dynamic Excel Worksheet of Account Vendor Profiles in CRM

Overview:

This article will guide you on how you can export a dynamic worksheet of Account Vendor Profiles to Excel.

Process:

1. Go to My Apps and open Okta.

2. In Okta search for Xvantage for Associates(X4A) and open it.

3. Within X4A hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. From CRM left navigation menu, scroll down to Extensions. Choose Account Vendor Profiles.

6. Click the ellipsis icon located on the command bar.

7. Click the right arrow beside the Export to Excel.

8. Select Dynamic Worksheet from the options.

9. A pop-up window will appear where you can select or deselect the columns for your Dynamic Excel.

10. Click Export. The file will be automatically downloaded to your device.