You can export a list of qualified deals or orders to an excel file so that you can process and manipulate it later as you want. Follow below steps to export qualified deals to excel


1. From list or pipeline view, open up advanced search feature by clicking on the magnifier glass symbol

2. The advanced search frame shows up, click on 3-dot button that you can see next to Save, Save and Share, Search button and choose Export to excel


To export orders you do the same steps but form the order section in the pipeline.