The 2-minute export guidesDraft
Export your deals from Pipedrive
About 2 minutes
The steps
You need to be an admin, or a user with export permission.
- Open Deals and switch to the list view.
- Set the filter so won and lost deals are included, not only open ones.
- Optional: add the filter Deal created is later than a date three years ago.
- Check that these columns show: Organization, Value, Status, Stage, Deal created, Won or Lost time, Lost reason, Last activity date. Add any that are missing in the column settings.
- Open the … menu at the top right and choose Export filter results.
- Choose CSV, then download the file.
- Drop the file on your private link.
You export only the deals you can see. For the whole company, ask an admin.
What happens to the file
Drop the file on your private link. Your browser keeps what we need, removes the rest, and shows you the list before anything is sent.
Menu names can differ by plan, language and version. Each step is checked in a demo account before this guide goes live.