Export list of Main contact / Deal
Hi everyone. Sorry to bother, but I was unable to find an answer in the tutorials. I would like to know if it is possible to export a list of all the main contacts ("person") of each deal, including their details.
Thanks a lot in advance
Jeremy
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Is it just one person per deal?
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@Jeremy Le Yannou you can achieve this by creating a list view, including all the fields that are relevant, and exporting that list view.
Additionally, you can export data using the Export Tool.
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Amit Sarda said:
Is it just one person per deal?
Yes Amit
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Boris Tsibelman said:
@Jeremy Le Yannou you can achieve this by creating a list view, including all the fields that are relevant, and exporting that list view.
Additionally, you can export data using the Export Tool.
Thanks a lot Boris, got it done !
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Boris Tsibelman said:
@Jeremy Le Yannou you can achieve this by creating a list view, including all the fields that are relevant, and exporting that list view.
Additionally, you can export data using the Export Tool.
Awesome! Glad I was able to help!
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Amit Sarda said:
Is it just one person per deal?
Boris has already answered the question.
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Boris Tsibelman said:
@Jeremy Le Yannou you can achieve this by creating a list view, including all the fields that are relevant, and exporting that list view.
Additionally, you can export data using the Export Tool.
Hey we recently built a tool to help do data export and backup automatically called Cloudslurp. It will take daily backups but also provide a live data URL where you can retrieve your whole Pipedrive data sets (deals, persons, leads) in one go. Great for pulling data into analytics apps also.
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