The Google Spreadsheet is available as an Add-on, and you must install it to use it.
Follow these steps to install Google Spreadsheets:
- Log in to the CRM.
- Click the Main Menu.
- Click the Add-ons button on the bottom left. The Add-ons page opens.
- Search for Googlesheet Export.
- Click Install. A confirmation window opens.
- Click Yes to confirm the installation.
Once installed, the Googlesheet Export will appear in the List View > Actions Bar of supported modules.
Note: Google Sheet export is not available in Email Campaigns, Forecast and Quota, Reports, and Users modules.