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Downloading Views on Opportunities, Companies, and Contacts to CSV File
Downloading Views on Opportunities, Companies, and Contacts to CSV File
Download a CSV of opportunities, companies, and/or contacts for the default list or for any custom view you create
Hannah Weidman avatar
Written by Hannah Weidman. Updated over a week ago

All views on Opportunities, Companies, and Contacts can be exported to a CSV list. Before downloading the CSV, make sure that all desired information is included by adding or removing a filter and/or columns.

Once your view is set, click on Companies as shown in the photo below (or Opportunities / Contacts depending on what you're exporting):

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