Need help troubleshooting

Copper Contributor

I am new and want to know is there a way to use paste and have the info filtered into excel? As in if I want to paste lead info into excel where it only saves name phone email and filters everything else out can I do that?

1 Reply

Hi @19michael86,

First of all, I suggest you remove that screenshot from your post. Name email address and phone number of other people surely breaks the rules of this forum.

As for your issue, Can't you simply copy everything and then delete the column you don't need? I don't think you can filter out stuff in the copy paste process.

You could also hide the columns where the unwanted info will be presented.