How to export deals from OnePageCRM?
To export pending and/or completed deals assigned to contacts, follow steps below:
- Go to gear icon > Import & Export tab (see A).
- On the Import and Export page, go to Export to file section and click on Deals icon (see B).
- Once on the Export deals to csv file page, select export option (see C): all Pending Deals or all Closed deals (Won or Lost).
- Click on Export to start export (see D).
- On completion, deals are downloaded to your computer.