Contents x
    Export deal data
    • 1 minute read
    • Contributors
    Contents

    Export deal data

    • 1 minute read
    • Contributors
    Article summary

    Where to go?  Deals > Pipeline

    Export the deal board to a CSV for further analysis. The file includes warnings, activity counts, CRM fields, and more, according to your current view of the deal board.

    How to export the data

    1. Navigate to the deal board you want, and set or remove any filters that you want.

    2. Click more_menu.png > Download board as CSV.

    Was this article helpful?
    What's Next
    ESC

    Eddy AI, a genAI helper, will scrub our help center to give you an answer that summarizes our content. Ask a question in plain language and let me do the rest.