Export deals
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.
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 |
When to export deals? |
Export Deals from the Import and Export page
Jump up to Article's Overview ⮝- Dataset
- Pending deals
- Closed deals (Won or Lost)
The export will include:
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Note: In order to export deals from the Delivery Pipeline, please select the option for Closed deals (Won or Lost).
- Pipeline
- If there is only 1 pipeline available in the CRM, this will be selected by default.
- Format
- CSV
- Excel
- onepagecrm_deals.csv
- onepagecrm_deals.xls
Export Deals from the Pipeline
Jump up to Article's Overview ⮝- Show
- Pending
- Won
- Lost
- Closed (Won/Lost)
- All deals
- Download in - by clicking on either option, the export will be initiated.
- CSV
- Excel
- Gear icon
- The gear icon allows you to choose the columns displayed in the Deal list. Only the details under these columns will be exported. You can select up to max. 9 columns.
When to export deals?
Jump up to Article's Overview ⮝- To back up or share: Export deals if you would like a backup or if you need to share with other team members.
- Greater visibility for further analysis: Export your deals in order to dig deeper into your CRM data, ensuring you’re better equipped at your sales meetings.