Exporting deals allows you to generate reports, analyze sales data, and share information in different formats. ClearCRM provides an easy way to export deals in Excel, CSV, PDF, or Print format directly from the Deals page.
1. Navigating to the Deals Page
From the left navigation menu, go to CRM > Deals.
This will open the Deals dashboard, displaying all active and completed deals.
2. Locating the Export Button
On the top-right corner of the Deals page, find the Export button.
Click on it to open a dropdown menu with different export format options.
3. Choosing the Export Format
The dropdown menu provides multiple export options:
Excel (.xlsx) – Best for further data manipulation and analysis.
CSV (.csv) – Ideal for importing data into other applications or databases.
PDF (.pdf) – Suitable for sharing formatted reports.
Print – Opens a print-friendly version of the deals list for immediate printing.
4. Exporting the Deals
After selecting your preferred format, the system will generate and download the file.
If printing, a print dialog will appear where you can adjust settings before printing.
5. Filtering Before Exporting (Optional)
Before exporting, you can filter deals based on criteria such as:
Date range
Deal status (Open, Won, Lost)
Pipeline stage
Deal owner
Filtering ensures you only export the most relevant data.
Conclusion
Exporting deals in ClearCRM is a simple and efficient way to store, analyze, and share deal data. Whether you need a spreadsheet for calculations, a CSV for database use, a PDF report, or a printed version, the export feature provides flexible options to meet your needs.