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

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1
Click on your User/Profile icon (top right-hand corner) → Import and Export → under Export select Deals Export to file.

Import & Export Page, click on Deals Export to file.


2
Under Export deals to CSV / excel file select your export options from the dropdowns:
  • Dataset
    • Pending deals
    • Closed deals (Won or Lost)

The export will include:

  • Deal ID
  • Contact name
  • Organization
  • Deal name
  • Deal owner
  • Created by
  • Amount
  • Multi-month deal?
  • No. of months
  • Commission %
  • Commission amount
  • Cost
  • Margin
  • Deal created
  • Close date
  • Pipeline name
  • Deal stage
  • Reason Lost (if enabled)
  • Stage name
  • Tags assigned to contact
  • Notes related
  • Contact Email Addresses
  • Deal Custom fields

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

Export options for deals.


3
Once selected click Export → on completion, the contacts are downloaded to your computer and saved as:
  • onepagecrm_deals.csv
  • onepagecrm_deals.xls

Export Deals from the Pipeline

Jump up to Article's Overview ⮝

1
On your Pipeline page, scroll down to Deal List.

2
Select your export options from the dropdowns:
  • 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.

On the Pipeline Page scroll down to the Deal list. You can select which deals from the dropdown, what information is included from the Gear Icon and initiate a download to a Excel or CSV file by clicking on the downward arrow.


3
On completion, your deals are downloaded to your computer.

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.
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