How to Download Deals Data

Article author
Learning Center Mekari
  • Updated

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:

  1. Log in to your Qontak CRM account Menu and select the Deals Menu.
  2. Click "List View" on the left side of the Deals page.
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  3. Then choose the type of document you wish to download. Tick "Select all filtered results" if you want to download all Deals data.
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  4. If the data has been selected then click "Download".
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  5. 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".
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    Choose at least 2 fields to download Deals.

  6. If the following notification appears, it notifies that the data download is being processed.
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  7. To check the progress of downloading data, you can see it on the Properties menu, then select the Upload/Download tab.
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