Search the help center

On Sales Log, Export above the table downloads the same rows as a spreadsheet (.xlsx), in the columns you have showing.

Getting data out · The owner downloads everything as spreadsheets · Activity notes can be exported; no other export is described on their…

Getting data out · The owner downloads everything as spreadsheets · A data export feature is not stated on their site

Data entry mistakes. A carrier employee typed the wrong premium.

Known gap · Less free-form than a blank sheet · No live data, errors compound, tribal knowledge

…is computed live from your office's data." She reads only your office, and only the kinds of data the owner has switched on.

Data export · The owner can download all the office's data as spreadsheets · Not stated on their site

Data export · The owner can download all the office's data as spreadsheets · Not stated on their site

…the owner gives them Leads. If their data is limited to certain people, the log lists only the leads linked to those people's sales.

A data entry mistake, a missed policy, or a wrong rate. Uncommon but real. About 1 in 50 statement lines has a real error.