Exporting Views

Downloading views on Projects, Companies, Contacts, and Forecast to a CSV file

All views on Projects, Companies, Contacts, and Forecasting may be exported to a CSV.

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Note: You must be an Admin user to export data.

Before downloading your view, make sure that all desired information is included by adding or removing a filter and/or columns.

Once your view is set, click on the view drop-down menu at the top left of the page and select "Download View."

Updated 4 months ago

💡Note: You must be an Admin user to export data.