Export Pipeline Reports

The goal of this tutorial is to show you how to export Pipeline reports

Role(s)

• Admin
• Editor
• Team Lead
• Team Member

How To Export Pipeline Reports

1. Select Pipeline from the Toolbar
   • From here you can search by stage and contacts, filter by stage, and export reports to excel
2. Click the Export Report icon
   • The notification icon will alert you when the report is ready to download
3. You will get a notification when the report is ready. Click on the notification.
4. Click Download