On Qontak, you can download Deals data. You can choose whether the deals you want to download is for all or just a particular one. Here are the steps:
- Log in to your Qontak CRM account Menu and select the Deals Menu.
- Click "List View" on the left side of the Deals page.
- Then choose the type of document you wish to download. Tick "Select all filtered results" if you want to download all Deals data.
- If the data has been selected then click "Download".
- After that a pop up will appear as follows. Select the fields you want to download. If you want to select a specific field, use keyword search to quickly find and uncheck the field's box. Make sure all the data is correct then click "Download".
Choose at least 2 fields to download Deals.
- If the following notification appears, it notifies that the data download is being processed.
- To check the progress of downloading data, you can see it on the Properties menu, then select the Upload/Download tab.