If you need to complete additional tasks — for example, downloading company information — you can use the export feature in KeyCRM.
Note: If the file does not download, first check whether your browser settings allow automatic downloads from the site.
How to Export Companies
Go to Sales → Companies. You can apply filters to find companies that meet specific criteria.
Select the companies you want to export:
- Tick the checkboxes for individual companies one by one;
- Or choose All on page or Entire list on the left side of the list to select multiple companies at once.
Once selected, you’ll see the button Selected: XXX. Click on it, then move your cursor to Export to file.
Choose the file type in which the table should be saved:
Note: If only a few companies are selected, the table will be downloaded immediately to your computer. If the list is large, the export will run in the background, and a download link will be sent to your email.
The exported file will contain all fields specified in the company cards.
Tags: export, download, export file, table, export companies, download companies, KeyCRM companies
