How to Export Activities to Excel in CRM

Overview:

This article provides a step-by-step process on how to export activity records 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. In CRM sidebar menu, under My Work, select Activities.
6. Select the activity view you want to export (e.g., All Activities, Closed Activities, etc.). If needed, you can also select specific activities by ticking the checkbox next to each activity name.
7. Click the ellipsis icon (⋮) located on the command bar, then select Export to Excel.
8. A notification will appear indicating that the export is in progress.
9. Once complete, the download will begin automatically, and the Excel file will be saved to your Downloads folder.