Exporting Data from Pipeliner
September 11, 2017 13:47
You can export your Pipeliner CRM data for backup or other purposes. This may be done With Accounts, Contacts, Leads and Opportunities. For the purpose of demonstration, we’ll use Accounts below.
1. Go to the Account view, and select the List View.
2. Select the accounts you would like to export using the checkboxes—or select the top checkbox to mark them all.
3. Click on the Export button in the upper bar, and select what type of export you require - CSV/XLSX or VCF. In this case we will export it as CSV/XLSX.
4. The last step is to select the format of the File. Click on the Export button, and then save the file to your preferred location.