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Exporting Your Deals Data
Exporting Your Deals Data
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Deals app is exclusively available to DashClicks Pro plan subscribers.

Access Applications Menu:

Hover over the navigation bar to the left of the dashboard and select ‘Deals’.

Step-By-Step Guide to Exporting Your Deals Data:

This guide provides the instructions you need to export all your data within a given pipeline in the Deals application into a CSV file. You can use this file in any CSV-compatible software on your computer or mobile device.

1. Select the Sales Pipeline:

Within the Deals application, locate and select the sales pipeline containing the data you wish to export.

2. Click on Export Button:

On the top-right side of the page, locate and click the 'Export' button.

3. Download the CSV File:

Your browser will automatically begin downloading the CSV file. Once the download is complete, you can access the file on your computer or mobile device.

Note: If you encounter any issues with the data export process or accessing the downloaded CSV file, please reach out to our support team for further assistance.

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