How to Export Account Profile to Excel in CRM

Overview:

This article provides the steps on how to export an account profile to Excel from CRM.

Process:

1. Go to My Apps and open Okta. 

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

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

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar, navigate to Extension and click Account Profiles.

6. Use the Filter by options or the Quick Find icon to search for the account profile(s) you wish to export.

7. Once you've found the desired profile(s), check the box next to each account to select them. You can select multiple profiles at once.

8. Click the ellipsis (⋮) on the command bar.

9. From the dropdown menu, select Export to Excel.

10. The export will begin automatically. Once the download is complete, open the file to view the Excel spreadsheet.