How to Export an Account Group to Excel in CRM

Overview: 

This article will provide users with a step-by-step guide on how to export an account groupto excel in CRM.

Note: This function is used by Business Admins. 

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 the left navigation menu find Extensions and click Account Group. By default, the Active Account Groups view will be displayed.

6. Search for the account group you want to export using either the Filter by Category or the Quick Find feature. 

7. Once located, tick the checkbox next to the account group’s name. You can select multiple account groups if needed. 

8. After finalizing your selection, click Export to Excel in the command bar at the top.  The download will begin automatically.

9. To export the complete list, simply click Export to Excel in the command bar.