There are two ways of exporting your CRM data to excel. Choose the right one depending on your requirements:
Complete data export
Stage wise data export
A copy of the export will be sent to your email. Alternatively, you can download the same from the Export history section.
Tip: If you do not want to download the full CRM data, you could use the filters to narrow down your selections
Here's how you can export the CRM data into an excel from the CRM Deal Flow page:
Click on the Export button. This will open the ‘Download Deal Flow CRM data’ page.
Expand the ‘Customise your output’ to select more options (Notes, documents, Tasks, Timeline and Company Details)
On clicking the Export button, navigate to the Export History tab to download the excel file. The file will also be sent to your registered email from where you can download the file.
Stage wise data export:
At times, you may want to export the data only for a single stage. In such cases follow below steps:
Click on the kebab menu next to the stage name in the pipeline view.
Click on the ‘Export CRM data of the list’ option to export the CRM data of that stage.
Follow steps 2&3 as above
Note: The ‘Stage wise data export’ option is only available for Pipeline view. To export data selectively from table view, please use filters to select the target stage(s).