How to Export Deals

Navigate to your Deal Tracker homepage and click "Create Export" 

Your export will be sent to your email. Please note, custom fields will not show up in this export. This is because they are specific to each client. If you'd like to export custom fields, navigate to the "Clients" tab as shown below. 

From here, click on the client's name

Then click "Create Export". This export will include all of your client's custom fields.