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 

1
Click on your User profile →  Import & Export.
2
On the Import and Export page → go to the  Export to file section →   Deals.
3
In the  Export deals to csv/Excel file page, select Pending deals or Closed deals (Won or Lost) .
4
Select  Export in .CSV or Export in Excel → Export.
6
On completion, your deals are downloaded to your computer and saved as onepagecrm_deals.csv or onepagecrm_deals.xls.

Export Deals from the Pipeline page

1
In your Pipeline view, scroll down to Deal List. 
2
Select from the following:  Pending,  Won,  Lost,  Closed (Won/Lost) or All deals.
3
Select CSV or Excel to download in your preferred format. 
4
On completion, your deals are downloaded to your computer.

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.

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