Export Deals

TeamWave supports exporting all the details present in Deals in CSV and XLSX format. Though you cannot export activities, notes and tasks present in Deals, you can export all the custom fields present in Deals.

Exporting Deals

1. Navigate to CRM Section
2. Click on Deals in the navigation bar
3. Apply any filter to your deal list (Optional)
4. Click on the more icon
5. Select Export
6. Select the format you in which would like to export (XLSX or CSV)
7. Click Export

 Note: If any Filter is applied, only the results of that filter will be exported