Exporting Deal Data

Suzanne Van de Ven

Is there the ability to export all detail view data within a deal? When I export a deal I want to include the organization fields and it looks like that data isn't exporting. 

Mike van der Valk

Hi @Suzanne Van de Ven in this case you'd need to go to the deal list view, edit the list to include person and organization fields and then export. Learn more about the list view and how to do that here.