Export deals as CSV

Step by step

1. 1

   Select the pipeline and desired date range.

2. 2

   Click Export; the button’s tooltip reads Export leads.

3. 3

   Choose CSV spreadsheet (Excel).

4. 4

   Open the downloaded file and review the pipeline, date range and records before sharing.

5. 5

   To close the menu without generating a file, click outside it or click Exportar (Export) again.

What you need to know

• When server export is enabled, the file uses the pipeline and date range; search and other visual filters may not limit the CSV.
• The browser-generated fallback exports loaded deals matching the visual filters.