How to export deals from OnePageCRM?

To export pending and/or completed deals assigned to contacts, follow steps below:

  1. Go to gear icon > Import & Export tab (see A).
  2. On the Import and Export page, go to Export to file section and click on Deals icon (see B).
  3. Once on the Export deals to csv file page, select export option (see C): all Pending Deals or all Closed deals (Won or Lost).
  4. Click on Export to start export (see D).
  5. On completion, deals are downloaded to your computer.

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