Exporting Product Data

You can create and manage products and services in Lead Gen & CRM and these products and services can be added to opportunities. This data can be exported from your Settings and from Sales Pipelines at any time. 

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Exporting Product Data from Product Pages

You can save and export product data for future reference.

To export product data to a .CSV spreadsheet file from the main product page, do the following:

1. Click    Options > Export Products.
   
   

    

2. Click the link that appears at the top of the screen to access the Export Manager. 
   
   

    

3. Click the exported file's title to download it as a .CSV file.
    
   Note: This exported data will reflect all active products.
   
   

    

Exporting Product Data from Pipelines

You can save and export product data for future reference.

To export product data to a .CSV spreadsheet file from a pipeline, do the following:

1. Click Sales > Opportunities in the left toolbar.
   
   

    

2. Select the desired pipeline in the Pipeline drop-down menu.
3. Select the applicable owners in the Owners drop-down menu.
4. Select the date parameters in the Date Range drop-down menu.
5. Click    Options > Export Products to .CSV.
   
   

    

Once you've exported a file, visit the Lead Gen & CRM export manager to access it and download it onto your computer. Read Accessing the Export Manager to learn how. 

Questions?