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Could it be possible to export or archive our old sales pipelines without having to delete them? Having multiple pipelines (from past years) could be confusing for our sales team. Although we want to keep them for archive purposes. Thanks, read more
You can actually select all of the data from your sales pipeline and copy, then paste it into Google Sheets or Excel. All of the data separates perf...read more
Could it be possible to export or archive our old sales pipelines without having to delete them? Having multiple pipelines (from past years) could be confusing for our sales team. Although we want to keep them for archive purposes. Thanks, read more
You can actually select all of the data from your sales pipeline and copy, then paste it into Google Sheets or Excel. All of the data separates perf...read more