How to export lost deals

marcvanderpeet12 · July 5

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

Oka Lesmana · July 8

Please try this for exporting the filter results. I hope this helps!

Feel free to let me know if you have any questions.

Best regards.

Oka Lesmana | www.astersense.com

Amit Sarda (AmitSarda.xyz) · July 8

I would suggest considering building a data pipeline using Coupler or Coefficient.

marcvanderpeet12 · July 8

Thanks @Amit Sarda (AmitSarda.xyz) but then how do I get a yes/no column for lost?

Answers