How can I export Deals?
Anastasiia Iakymchuk
Last Update 2 months ago
Exporting deals as a CSV file allows you to use your data outside of Marketune. This includes all standard and custom deal fields. Before exporting, ensure you have the necessary permissions to access this feature.
What’s covered in this article:
- Export all deals from a pipeline
- Create an export of all deals
Export all Deals from a pipeline
1. Navigate to the 'Deals' tab in the menu and select the pipeline you want to export. You can also use filters to refine the deals to be exported (for example, by deal owner, status, tags, custom filters).
2. Click the gear icon next to the pipeline name and select 'Export'.
3. Download your file. The export starts immediately. Once the export is ready, go to the 'Import/Export Status' section to open your file. The download link will remain available for 30 days.
Export all Deals from Marketune
If you need to export all deals from your Marketune account, regardless of their pipeline or status, follow these simple steps:
1. Click on the 'Deals' tab in the main menu.
2. Choose 'All Pipelines' to include deals from every pipeline.
3. Set the status filter to 'All' to include all deals and ensure none are excluded. Avoid applying additional filters.
4. Click on the gear icon in the top-left corner and select 'Export' from the dropdown menu.
5. Once the export is complete, you can find it under the 'Import/Export Status' section in the menu. The download link will be available for 30 days.