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Spreadsheet Online module for Perfex CRM
Create New File
Last Created On
Jun 29, 2023
177
0
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Step 1. Go to
Spreadsheet Online
module from the left sidebar. Select the location to create the file and click on the
New File
button.
Or
right-click
at the location to create the file and click on the
Create File
Step 2. Redirect to Excel page, enter the file name
Upload button: upload excel file from your computer. Currently only supports the import of xlsx files.
Save as: used to select the folder to save this file.
Save: save the file at the location selected in step 1
Download: Download this file to your computer
Close: close the page and don't save this file
Views:
177
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