Export Deals

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2 min read

You can export all the data from your deals section as a CSV file with just one click of a button.

1. To export your deals, go to the ‘Sales‘ tab.

saphyte sales tab

2. Deals are exported per pipeline. Select the Sales Pipeline.

saphyte deals

3. Click the ‘Export Deals’ to export all the data related to your deals. You may also change the view and download selective deals while using the checkbox next to the deal name.

saphyte export deals
Export Deals feature
Check-box to download selective Deals from the list