Export the Tenders and Awarded Projects List
Allow to export a (filtered) Tenders list and Award Projects List to excel (.csv or .xlsx).
Filters may include:
- Builders name
- Awarded date ranges
- Project Start date ranges
- Project Values
- Tenders I've quoted
- Location
Sales Qld
shared this idea
First up, thanks for the suggestion and the support from the community. We understand that having this data in Excel could be helpful. The challenge for our business is that this data is extremely valuable and we’ve had instances where others have got access to this data, so we need to be really careful in protecting it.
With that said, we’d like to understand more about why you want this in Excel? Perhaps if we helped by integrating this data securely with your CRM or other tool it would help?
Cheers,
Gilad
-
Hannah Page
commented
Has this feature request progressed any further since being raised in 2015? having an excel list would assist greatly in larger teams - managing workload and streamlining internal communications to ensure leads are actioned effectively.