Export Data
You can perform an export of the data via CSV, XLS, XLSX file for the following resources:
- Deals
- Contacts
- Companies
- Products
- Activities
The export feature for all the supported resources is located when viewing the index page, for example, table contacts.
- Navigate to the resource list view.
- Click the ellipsis button located on the top right side.
- Click Export.
- From the modal select the type of the export file.
- Select date range (based on creation date).
If you have applied filter rules to the table, you will be able to export the data based on the applied rules.