1) Export your Deals
How to access:
- Access the " Sales" section of the top bar
- Click the "Deals" option from the dropdown
- Access the "List" view from the top left
- Click the ":" button at the top right
- Select the option "Excel" or "PDF"
2) Export your Activities
How to access:
- Access the " Sales" section of the top bar
- Click the "Activities" option from the dropdown
- Click the ":" button next to the upper right blue "+" button
- Select the option "Excel" or "PDF"
Export with filters : Applying the filters will export the filtered information. In the case of filtering by a word in the search bar, the list will be exported without the filter by word applied.