Exporting Your Sales Pipeline

Exporting your sales pipeline is an important weekly task because it provides your sales manager with an overview of your progress with your sales contacts.

1. In CRM, add Sales Pipeline to the table bar:

   • Click the Plus button and select Sales Pipeline.

   

   The Sales Pipeline Menu

2. Filter the list to show only your activity by typing your last name in the box under Sales Person and then pressing the Enter key. When you apply a filter, the box will turn red, as shown below.

   

   Filtering the List of Sales Person

3. Go to the Table menu and click Export. TIGA will export the results to a .CSV file.

4. OPTIONAL:

   • Go to the Table menu and click Save as Report to save the list and filters as a report in TIGA.

   • In the future, you can search for your report and quickly export the same report from the Reports table. The Export menu is located under the Table menu on the right side of the screen.

   

   Exporting the Saved Reports