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.