How to download pipeline with custom fields, which allows me to filter the piepline based on certain

aarti Mahajan
aarti Mahajan Posts: 1
edited July 26 in Sales CRM #1

How to download pipeline with custom fields, which allows me to filter the piepline based on certain custom field ?

Comments

  • Anastasiia Dyshkant
    edited September 2020 #2

    Hi! I'd recommend Trujay’s automated migration. You can proceed with the migration on your own, map records, and launch the full migration. With this article-instruction, it’s easier to understand the mapping process. 

  • Mark Kofman
    Mark Kofman Posts: 5
    Integration Partner
    edited September 2020 #3

    Aarti, are you looking to download the CSV file? Have you already tried that - 


  • Mike van der Valk
    Mike van der Valk Posts: 4,386 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #4

    @aarti Mahajan did you check the video Mark shared up here? Also, from the professional plan onwards you can report based on custom fields in Pipedrive.

  • Service Client_61655
    edited November 2021 #5

    Hello,

    I would like to download in xls format all the prospect within a specific column. I can download it but it seems that the prospects I have in the excel are not the same than the ones I have or incomplete. 
    For instance, in a certain column I have 20 prospects but in the excel I only have 3 within this category.

    Thank you for your help

    Best,
    APPLITE