How to export and email an Enquiry

You can export enquiries you create in sales-i, this can help if you wish to send reports via e-mail or feature them in a presentation. This article will show you how to export and email an Enquiry in the desktop version of sales-i.

Desktop

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Step 1: Click Saved Enquiries

To export an enquiry, you first must create an enquiry or select a previously Saved Enquiry.

For this example, we will load an enquiry we have previously saved.

You can find your Saved Enquiries from the Saved Enquiries dashpod on your Home Page.

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Step 2: Select a saved enquiry

Double click on your chosen saved enquiry to load it.

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Step 3: Select Print/Export

Your selected enquiry will now have loaded.

Click on the Print/Export button in the top right hand corner.

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Step 4: Select options and click Export

Now you will see a menu with the options for your export.

It will allow you to select the file type for the exported file as well as options for how many results you would like to include in the export.

When you are ready, click Export to continue.

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Step 5: Select Email me when ready

sales-i will now begin generating the exportable file.

We recommend waiting a few moments and downloading the exportable file directly from sales-i.

If you don’t want to wait, sales-i can email you a download link when the file is ready. Simply check the email address is correct and click Email me when ready.

However please note: This link will only work on the browser you are logged in to sales-i on, you will require internet access and you will need to be logged in to sales-i at the time you open it.

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Step 6: Great Success!

Your exportable file is now ready to be viewed or emailed elsewhere as needed.

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Apple

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Step 1: Tap Saved Enquiries

To export an enquiry, you must first create an enquiry or select a previously Saved Enquiry.

For this example, we will load an enquiry we have previously saved.

From the home screen, tap Saved Enquiries.

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Step 2: Tap on the arrow icon

Tap on the arrow icon to expand the section on your selected Saved Enquiries category.

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Step 3: Tap on your saved enquiry

Now, tap on your chosen saved enquiry.

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Step 4: Tap on the cog icon

Your Saved Enquiry will now be displayed.

Tap on the cog icon in the top right corner to open up further options.

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Tap 5: Tap Export Enquiry.

Tap Export Enquiry.

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Tap 6: Select format and tap Apply

You will now see a menu with the options for your export.

Select the format of your report by swiping left to right below the swipe to change format message.

Once you've selected the relevant format, tap Apply.

Your report will now be downloaded to your Apple device.

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Android

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Step 1: Tap Saved Enquiries


To export an enquiry, you must first create an enquiry or select a previously Saved Enquiry.

For this example, we will load an enquiry we have previously saved.

From the home screen, tap Saved Enquiries.

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Step 2: Tap on your saved enquiry

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Step 3: Tap on the Export icon

Your selected enquiry will now have loaded up.

Tap on the Export icon in the top right hand corner.

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Step 4: Tap Export

Select Export Now and tap Export to export the document straight away.

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Step 5: Great success!

Your exportable file is now ready to be viewed or emailed as needed.

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Need additional help?

Drop us an email regarding your query to support@sales-i.com and we’ll get back to you within 24 hours. Alternatively, speak to a sales-i representative on Live Chat.