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How to Export Deals from Agile CRM

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How to Export Deals from Agile CRM

How to Export Deals from Agile CRM

Updated on:

Here’s how to export deals from Agile CRM for reporting or data analysis :

  • Click the menu bar in the top-left corner.
  • Go to the Deals.
  • Click the More Options icon, then Select Export.
  • Select the fields to export, then click Yes.

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