Exporting ACT! list view data to Microsoft Excel
You can export the Contact List, Group List, and Company List data to Microsoft Excel. You must have Excel versions 2000, 2002, or 2003 installed.
Before you export to Excel, you can customize the columns on the list views. The columns and data that are shown on the ACT! list view are exported to Excel columns.
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Only Standard users and above can export list data to Excel. |
To export ACT! list view data to Excel
From the Contact List, Group List, or Company List, click the Export to Excel tool.
Excel opens with the list view data displayed. You can also export the Opportunity List to Excel. For more information, see Exporting and viewing a list of opportunities.