How to Export Deals

Users with the export rights can export deals from an account. If you don’t see an Export link on the deals page, contact your Account Owner or an admin to grant you export rights.

Click the Deals tab on the left sidebar.

Deals Tab

Next, click the Export link on the right side of your Deals page.

Export Link

You will receive an email from once the export is complete. The export is in CSV format.

What the export contains

The CSV file of deals includes:

All deals are sorted by the Last Updated date and time in the CSV file.

If you want to export a segment of deals, you can filter your deals and click Export. This can be helpful to manage your pipeline, see examples here.

For example, the filters here are showing one deal across pending deals, in the Support category, for the user Lynette Kontny, from all time, and the deal custom field Probability = 25%.

Export Deals Segment

When clicking Export, Highrise exports this one deal based on the filters.

Read more on how to use deal filters to manage your pipeline.

Not finding what you need? Contact our support team for additional help.

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