How to export deals from OnePageCRM?

In OnePageCRM you can export pending and/or completed deals assigned to contacts in two ways:

  • From the Import and Export page.
  • Quick Export for selected deals from the Pipeline.  

 To export deals from the Import and Export page 

    1
    Go to gear icon →  Import and Export tab.
    2
    On the Import and Export page, go to Export to file section and click on Deals icon.
    3
    Once on the Export deals to CSV/EXCEL file page, select export option: all Pending Deals or all  Closed deals (Won or Lost).
    4
    Select your preferred file format, CSV or Excel.
    5
    Click on Export to start export.
    6
    On completion, your deals are downloaded to your computer.

To export deals from the Pipeline

    1
    In your Pipeline view, scroll down to Deal List. 
    2
    Select from the following:  all deals, PendingWonLost or Closed.
    3
    Select CSV or Excel to download in your preferred format. 
    4
    On completion, your deals are downloaded to your computer.

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