Skip to main content
Login

Export your Sales CRM deals

In this article, we will explain how to export your Sales CRM deals.

Export your Sales CRM deals

  1. In your Sendinblue account, go to Sales CRM > Deals.
  2. On the Deals page, ensure you are in list view by clicking the List view icon.
    mceclip0.png
  3. Select the deals you want to export:
    • If you want to export all your deals, tick the box next to Deal name.
    • If you want to export only specific deals, tick the box next to each deal.
  4. Click Export.
    mceclip1.png
  5. Select the deal attributes you want to include in the export file.
    Note: Deal name and id are default attributes and cannot be unselected.
    mceclip2.png
  6. Select the CSV field separator.
  7. Click Export.
    mceclip3.png

The export file is now available for download from your notification center for 5 days.

mceclip4.png

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.