You can export data relating to leads, contacts, deals, notes, documents, and tasks. Activity history, appointments, emails, and call logs can't be exported.
By default, admins can export data from Sell, but if granted, all users can export data (see Granting permission to export in Sell).
To export your data
- Click the Settings icon (), then select Data > Export.
- In Account Export, click the Export button.
An email with a link to download all your data is provided in CSV format. You can go back to the Export panel to review and download all Exports on your account from the last 30 days.
Granting permission to export in Sell
If your users don’t see the option to export in Sell, the account needs to be enabled for export.
You need admin rights to enable exporting in Sell.
To enable export
- Click the Settings icon ( ), then select Data > Export.
- Select Export Options.
- Click the dropdown menu to enable Smart List exports and select All Users.
- Click Save.
All users can now export data in Sell.