Export list of Main contact / Deal

Jeremy Le Yannou
Jeremy Le Yannou Member Posts: 3
edited July 2022 in Sales CRM #1

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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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,354
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited February 2022 #2

    Is it just one person per deal?

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited February 2022 #3

    @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. 

  • Jeremy Le Yannou
    Jeremy Le Yannou Member Posts: 3
    edited May 2021 #4
    Amit Sarda said:

    Is it just one person per deal?

    Yes Amit

  • Jeremy Le Yannou
    Jeremy Le Yannou Member Posts: 3
    edited May 2021 #5
    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 ! 

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited March 2020 #6
    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! 

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,354
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited March 2020 #7
    Amit Sarda said:

    Is it just one person per deal?

    Boris has already answered the question. :)

  • Adam Cooke
    Adam Cooke Member Posts: 4
    First Comment
    edited February 2021 #8
    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.

     

    https://www.cloudslurp.com

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