I am trying to export data, but when clicking the three dots on the top right of the screen, it is n
Dominic Gassman
Member Posts: 1 VERIFIED MEMBER
I am trying to export data, but when clicking the three dots on the top right of the screen, it is not an option to export data (which this article - https://support.pipedrive.com/en/article/exporting-data-from-pipedrive - explains how to do). Do I need privileges added to do so?
There are two ways to export data from Pipedrive. Exporting from the List view will allow you to combine data from different items (Deals, Organizations, and People) to build reports of what you need. ...
There are two ways to export data from Pipedrive. Exporting from the List view will allow you to combine data from different items (Deals, Organizations, and People) to build reports of what you need. ...
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Hi Dominic!
https://support.pipedrive.com/en/article/permission-sets
If you are a Regular User on the account, then yes, you need extra permission for Exporting. Please check this with your Admin user if the needed Permission Sets are enabled. Set is called: Export data from list views— Users will be able to export data from Pipedrive using the Export data option in any List View.0
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