To export data from the HyperTeam CRM, users first click the Export/Import icon from the CRM homepage to open the export function. They then select the Export tab and choose an export category to determine what information is exported. Users can also add a specific date range for the export by checking the "Add date range" box and setting a start and end date. Finally, clicking the Export button will automatically download the exported data as an Excel file for the user to open and edit or save.

1. Exporting data from
HyperTeam CRM

2. www.sharepoint-florida.comCRM homepage  Export/Import
Click on the
Export/Import icon to
open the export
function of your CRM

3. www.sharepoint-florida.comExport to Excel
Step 1: To export information
from your CRM be sure to select
the “Export” tab from the menu

4. www.sharepoint-florida.comExport to Excel
Step 2: Pick an export
category – this will determine
what information is exported

5. www.sharepoint-florida.comExport to Excel
Step 3: If you would like to
export data from a
specific time period,
simply check “Add date
range” and input a start
and end date

6. www.sharepoint-florida.comExport to Excel
Step 4: Select the “Export” button
Your Excel file will then
automatically download

7. www.sharepoint-florida.comExport to Excel
Step 5: Open the Excel file to
edit your information or save
it just the way it is!