How to export lost deals

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marcvanderpeet12
marcvanderpeet12 Member Posts: 4
Name Dropper First Comment
edited July 4 in Sales CRM #1

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

Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,154 COMMUNITY MANAGER
    5 Likes First Answer First Anniversary First Comment
    edited July 10 #2
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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.