en

Knowledge

  1. Home
  2. Knowledge
  3. Spreadsheet Online module for Perfex CRM

Create New File

  • Last Created On Jun 29, 2023
  • 398
0 0
  • 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: 398

Recent Articles

  • Polls vs Surveys
    19
  • Form Analytics
    18
  • Heatmaps
    23
  • Behaviour analytics
    19
  • Acquisition analytics
    31

Popular Articles

  • Warehouse
    2395
  • Item Settings
    1916
  • Plaid environment & Setup Your Bank Acco...
    1691
  • General Accounting Settings
    1640
  • Mapping Setup
    1479