How to export data from Pipeliner

In Pipeliner CRM it is possible to export the data, for a backup purpose for example. This may be done With Accounts, Contacts, Leads and Opportunities. In this FAQ topic we will show how to do so on account. 

1. Go to the Account view and select the List View.

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2. Select the accounts you would like to export via the check-boxes or select the top checkbox to mark them all.

 

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3. Click on the Export button in the upper bar and select what type of export you require - CSV/XLSX or VCF. In this case we will export it as CSV/XLSX.

 

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4. The last step is to select the format of the File, click on the Export button and then just save the file to your preferred location.

 

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