Deal checklist or printable format to show each stages deals

Smart CRM & Sales Hub Account & Settings
1

Hi There,

Is there a way to print the deals in spreadsheet so that they show each filtered area within a deal to be able to review as a hardcopy?

2

Hi @abdesignstudio You can export all deals or a specific view of deals into a CSV file for viewing in a spreadsheet program.

Find out how to export deals into a CSV format here.

Ed

3

Thank Ed. It work seamlessly. So great! Appreciate the quick repsonse.