Exporting deals from HubSpot allows you to download your deal data for reporting, backups, or external use.
- Log in to your HubSpot account and navigate to your main dashboard.
- From the left navigation bar, click CRM Menu, then select Deals from the dropdown options.
- Locate the deal you want to export.
- Click Export to start downloading your deal data.
- In the pop-up window, choose your preferred file format (e.g., CSV, XLSX), then click the Export button.
- You’re all set! Your deals have been successfully exported.
