Is there a way all the details on the account landing page can be exported to a file?

All the views like Action Items, risks, milestones, etc. which is visible on the account landing page can it be exported?

Please Advice !

Thanks!

Amit Bhujbal November 30, 2017 07:59 Answered

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You can create a dashboard and then export the dashboard.

Josh Santos December 11, 2017 22:00 0 votes