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Sales pipeline export
Sales pipeline export
Updated over a year ago

With the Sales Pipeline export feature, you can now export all your relevant sales-related info from Samdock!

How can I export my pipelines?

  1. Go to the deal board that you want to export.

  2. Click on the button on the top right -> Export pipeline

  3. The pipeline will be exported in CSV format

  4. The following fields will be shown in the export file

  • Deal info:

    • Assignee

    • Organization

    • Organization city

    • Deal name

    • Deal stage

  • Value:

    • Estimated value

    • Probable value

    • Total value

  • Date:

    • Estimated deal closing date

    • Creation date

    • Deal age

    • Deal inactivity (days)

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