Our Deals application now offers you the ability to quickly export all of your data within a given pipeline. To export your information into a CSV file, follow these steps:

  1. Navigate to the Deals application using the app drawer in the top-right corner of the dashboard.

  2. Within the Deals application, select the sales pipeline that contains the data you wish to export.

  3. Click the Export button on the top-right side of the page.

  4. Your browser will automatically begin downloading your CSV file. You can use this in any CSV-compatible software on your computer or mobile device.

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