How to Export to Excel Work Types in CRM

Overview:

This guide explains how to export Work Type records from CRM to an Excel file.

Note: This functionality is available to Business Admins.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for 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, select Work Types from the Extensions sub-menu.

6. By default, the Active Work Types view is displayed. Use the view selector to switch to a different view if needed.

7. To export specific records:

   • Select the checkbox next to the work type(s) you want to export.

   • Click Export to Excel on the command bar.

8. To export all records in the current view:

   • Do not select any records.

   • Click Export to Excel on the command bar.

9. The Excel file is generated and downloaded automatically.