Deal ID's

Smart CRM & Sales Hub CRM
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1

Hi there, just wondering. when retrieving a deal ID from an account is there anyway to retrieve it from the account page rather than retrieving it from the URL?

2

Hi @PMarkhauser , not sure if I’m unmisunderstanding but you can find the ID of a deal on the deal record itself under the property ‘Deal ID’ :slightly_smiling_face:

3

Hi @PMarkhauser ,

Thank you so much for reaching out to us! You should be able to achieve this by going to you Deals > All Views > Hover over which view you would like to export and choose the exporting columns under options. There you can choose to export the Deal IDs. Here is a reference article for visualization.

Best,

@JenWeiss