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Dec 3, 2021 10:00 AM
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?
Dec 3, 2021 11:13 AM
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,
Dec 3, 2021 11:11 AM
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' 🙂