Guides

Hello, you can export a sales pipeline (deal) by following the instructions below. 

1. Go to the Settings menu.
2. Click on Import & Export.
3. Select Export .
4. Click on Deal and then click Next.
5. Select the fields in the Excel column section of Properties to export and click Next.
6. After filtering the field with the values ​​you need, go to the Filter section.
7. Click Apply Filter.
8. Click Count to count again.
9. Click Apply Filter, click Next, and fill in the Name field.
10. Accept the Disclaimer and click Export. From the results that appear
11. Click on Download Result to get your data.