Download

  • Creates a pipeline file
  • Inserts deals and contacts from each database you have selected
  • Downloads the pipeline file to your computer

How to download deals and contacts from one database

  • Select the database you wish to download
  • Select the Download button

How to download deals and contacts from several databases

It is very common to need to combine several databases into a single collection of deals and contacts. A sales manager might wish to see his team's deals and contacts consolidated or want a snapshot or backup. A sales rep who keeps one database for his leads and another with his qualified contacts and deals might wish to combine them for a mailing....

  • Select all the databases you wish to download
  • Select the Download button

Downloading several databases does not change or combine the "source" databases.

Who can download a database?

Anyone who is connected to a database can download the contents.