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Exporting CSV Files From the Sales List
Exporting CSV Files From the Sales List

The following article will show you how to export your customers and data from the Sales List as CSV files.

Laura Cuadros avatar
Written by Laura Cuadros
Updated this week

1. Click on 'Sales List'

Click on Sales List

2. Apply the Filters Based on the Customers You Want to Export

Apply the filters based on the customers you want to export

3. Make Sure to Show โ€˜All,โ€™ Entries

Make sure to Show "All"

4. Check the First Box to Select All the Deals Related to That Filter

Check the first box to select all the deals on the filter

5. These 3 Options Will Show Up at the Top Right of Your Screen

These 3 options will show up at the top right of your screen

6. Click on 'Export CSV'

A CSV file will be downloaded to your computer.

Click on "Export CSV"

If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.


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