How to download pipeline with custom fields, which allows me to filter the piepline based on certain
How to download pipeline with custom fields, which allows me to filter the piepline based on certain custom field ?
Anastasiia Dyshkant Posts: 22edited 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.0
Mark Kofman Posts: 4edited September 2020 #3
Aarti, are you looking to download the CSV file? Have you already tried that -https://www.youtube.com/watch?v=0gTXV8fDNvE
Mike van der Valk Posts: 4,059edited 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.0
Service Client_61655 Posts: 1edited November 2021 #5
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