Exporting list data automatically in a CSV file

In Winner Bizz, users can now create an automatic export of a list as a CSV file, or a CSV file optimised for Microsoft Excel. To do so, create a batch processing step from the Workflow settings:

1. Type: Choose Export a list as CSV file.
    
2. List: Choose the list to export. The exportable lists are: 
   • Customer list
   • Project list
   • Supplier order list.
      
3. Filter: The filter corresponds to the section in your list. For example, in the Customer list you can choose to filter by leads, prospects, customers or all. Users can also choose to use a personal filter, customisable by clicking the More options icon, located to the right of the Filter drop-down menu.