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.

    Screenshot_2021-12-15_143330.png
  3. Click the Export button on the top-right side of the page.

    Screenshot_2021-12-15_143232.png
  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.

Did this answer your question?