We designed PipelineDeals to help you stay on top of your sales pipeline and create robust reports. Recently, we made a change to exports to help you generate more timely and effective reports directly in PipelineDeals. No rearranging columns, deleting unnecessary data or stress. With exports in PipelineDeals, what you see is what you export!
To export, navigate to People, Deals or Companies and click on the Export button in the upper right corner of the list view. Your exported data will appear in your report exactly the way it appears on the screen. New exports in PipelineDeals are a great time saver that allow you to report on vital information and get back to closing more deals.
Pro-Tip – are you accustomed to the old PipelineDeals exports that would export all fields? Need to regularly back-up all of your data offline? Create a saved filter in the Advanced setting on the list-view with all of your columns of data so that you can quickly pull a report of all data columns. Also, be on the lookout for an upcoming feature that will allow you to select all columns to view.
If you have any additional questions about exports, feel free to contact us at firstname.lastname@example.org.