Learn how to export proposals in Nexudus.
You can download any proposal in Nexudus. All the selected proposals are grouped in a XLS file named date_nexudus_export.
All the proposals in your Nexudus account will be downloaded.
- If the side menu is not visible, click .
- Click CRM > Proposals.
- Hove your mouse next to a proposal download and tick any of the checkboxes that appear on screen.
- Click Export All from the Bulk Actions menu.
- Click Download Export File.
Your download starts immediately and should only take a few seconds. You can find your file in the Downloads folder of your device.