To access this guide as a PDF click here: Enerflo-Guide_How-to-Export-A-Deal-Report.pdf
STEP 1
Navigate to the Deals page using the left nav or by clicking View Deals under Quick Links.
STEP 2
Click the Funnel icon in each column to filter and display the deal data you want to export.
When you’re ready to export your data, click the Export to Excel button, just above your Deal list on the right.
