UPilot offers a seamless export feature that allows you to effortlessly export your deals to an Excel file.
To export your deals:
- Open the Deals/Pipeline Page.
- Click on the +Filters in the top right corner to open the filters.
- Customize the filters in the filter panel to export specific deals based on your preferences.
- Click on the export icon located at the bottom of the filter panel.
- From the popup that appears, select the required fields (such as the deal name, deal status, deal value, etc.)
- Click on Export CSV
- You will receive an email containing a link to download a CSV file with the needed data.
Looking to report on specific items from your deals? Contact us for setting up the needed reports in your insights section.
This article is a part of the ‘deals’ series. Articles in this series include:
