Exporting Pipeline Data

The Sales Pipeline provides a comprehensive set of features that facilitate, track, and otherwise allow you to oversee the various steps in securing sales. You may export pipeline data in .CSV format.

This article will show you how to export pipeline data. 

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Article Contents

• Exporting Sales Pipeline Data
• Accessing the Export Manager

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Settings

Sales

Users:

Administrators	✓
Company Managers	✓
Marketing Managers
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Exporting Sales Pipeline Data

You can save pipeline data for future reference. To export pipeline data to a spreadsheet file, start from the Sales > Opportunities page. 

1. Select the desired pipeline in the Pipeline drop-down menu.
2. Select the applicable owners in the Owners drop-down menu.
3. Select the date parameters in the Date Range drop-down menu.
4. Click    Options > Export Opportunities to .CSV.
   
   

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5. Click the link that appears at the top of the screen.
   
   

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6. Click the export to download the file.
   
   

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The file will be downloaded to the default download folder on your computer.

Accessing the Export Manager

To access exported pipeline information from Lead Gen & CRM's Export Manager in the future, do the following: 

1. Click Contacts in the left toolbar.
2. Click    Options.
   
   

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3. Click Export Manager.
   
   

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4. Click on an item to automatically download the .CSV file. 
   
   

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