How to export lost deals
marcvanderpeet12
Member Posts: 4 VERIFIED MEMBER
Dear all,
I have the following view that shows a list of my leads.
I would now like to export this list with a notion of whether the deal is lost or not (red mark). Any thoughts on how I can achieve this?
kr,
Marc
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Answers
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Hi @marcvanderpeet12 you can apply a filter on your list view there to only show you deals that have a lost status. And from there, export that list. Note that if you are not an admin user, you need to have the correct permission to be able to export from the list view. You can find out more in this article.
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