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Exporting from the Jobs List

Exporting from the Jobs List

See below for instructions on exporting information from the Jobs List into a CSV file.

Written by Danielle Walls

Updated over 3 months ago

1. Click on Jobs List

Click on Jobs List

2. Choose the desired Job Status.

Jobs can be categorized as Accepted, Cancelled, Completed, Scheduled, or All.

Choose the desired Job Status.

3. Choose a Deal Stage if desired.

Choose a Deal Stage is desired.

4. Click on Export

Click on Export

5. The CSV file will be downloaded.

The CSV file will be downloaded.

6. You can choose to open the CSV file in Excel or Google Sheets to manipulate the data as needed.

You can choose to open the CSV file in Excel or Google Sheets to manipulate the data as needed.