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
