Articles on: Devellp CRM

Export deals and customers from Devellp CRM

Export a CSV file with a list of requests you received from contact forms in Devellp CRM. It can be helpful if you want to process this information, for instance, add it into another CRM, analyze data, have an archive of deals, etc.

You can also upload all your clients' data from Devellp CRM, for example, to make a mailing list or call many clients, which is more convenient to do according to the list.

To begin, open your site settings at “gear” option and go to General info, then you will find Devellp CRM

Tip: you can find a detailed overview of Devellp CRM in the article Devellp CRM overview, and to get started with CRM, we recommend reading the article Getting started with Devellp CRM

Select the Deals tab and click Export:

Select the format of the separator and click Download CSV file to download it:

Important: different types of separators are for different applications. For Google Sheets, you should use a comma ( , ) separator, and for Excel and similar programs, use a semicolon ( ; ) separator. If you need to upload a semicolon ( ; ) file to Google Sheets, you can choose a custom separator in Google Sheets and enter a semicolon when importing the file.

Done! Your CSV file is downloaded:

To begin, open your Devellp CRM

Select the tab with Customers and click Export:

Select the file format to download it:

The CSV file is downloaded:

Updated on: 04/07/2023

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