Exporting a list to CSV in DealSignal is a straightforward process. Here's how to do it:
Open the List:
Navigate to the list you want to export. This can be either a contact or company list.
Click Download:
In the list details view, click the "Download" button located at the top right corner of the screen.
Download Starts Instantly:
The download will begin instantly, saving the CSV file to your device.
Note: If you're downloading a saved or outdated list, a warning will appear recommending verification to ensure data accuracy.