Export Pipeline Reports

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


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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

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