Purpose
This feature is used to export CRM data into CSV format for analysis, transfer, or reporting.
How to use it
Use it when data needs to be reviewed outside the CRM or shared with other systems.
Connected areas
This feature should be used as part of the broader iTech System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date.
Best practice
Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.