Export from detail view
It is the easiest way to export all your information to a spreadsheet.
To do this select the deal > deal details view > “…” > Export as XLS.
In this way, deals can be exported, including their details and information on persons or companies that have been associated with the deal.
Export with the selection “Export data”.
This is also a very simple way to export the data.
Go to your side action list and click on “…” and then on “Export data”.
Select the data you want to export and the format: Excel or CSV.
After that your files will be visible under “Exports available for download” plus the green “Download” button.
Remember that this option can be used by administrator users.
Export from list view
With this formula you will be able to export customized reports of your deals, people, organizations or specific data you require.
It is as simple as:
Select the list view of your deals at the top of the screen.
2. Filter the deals from which you want to download the information.
3. Click on the tool symbol and filter the specific data you want to download for each deal.
4. Click on “…” and select “Export filter results”.
Ready! You already have the specific data for the specific deals you need.
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