PipelineDeals Help Center
How can I get exports to include the data I want?
Exports respect the data selected on the screen. Simply add and remove your desired columns using the 'Add/Remove Columns' feature and then perform the export.
Why can't I export the Activities column?
The Activities column in the list views gives you a full history of Activities logged for the associated company, deal, or person, as well as any comments made on those Activities. The visual presentation doesn't translate well to spreadsheet files, so the data is not exported from those list views. Instead, you can export Activities from the Activity Report. Filter for the company, deal, or person you want to see Activities for, then click Export.
Do you have to assign an owner when adding a new person or deal to the database?
Yes. People and deals are required to have an owner in PipelineDeals. Ownership will default to the user adding the record unless otherwise specified.
How can I generate a report with all contacts and their email addresses?
You can export all of your contacts with their email addresses from the People tab. To choose the columns you wish to include in your report, click 'Add/Remove Columns', then check the box next to each of the columns you wish to include in your report. If you want to export this report, select 'Export' and then either 'Export CSV' or 'Print or PDF'.