How to export deals from OnePageCRM
Exporting your Deals gives you greater visibility for in-depth analysis, so in OnePageCRM you can export your Pending and Closed Deals in a .CSV or Excel file.
You have the option to export your Deals from the Deal List in the Pipeline page so once you've identified the Deals you need, simply export them. Take a look below at the steps for exporting your deals.
If you're looking to export your contacts, see here.
|In this article:|
|Export Deals from the Import and Export page||Export Deals from the Pipeline|
Export Deals from the Import and Export page
Export Deals from the Pipeline page
When to export deals?
- To backup or share: Export deals if you would like to have a backup or maybe you need to share with other team members.
- Greater visibility for further analysis: Export your deals in order to get an overview. This gives you a full analysis of all of the potential deals in your account, ensuring you’re better equipped at your sales meetings.