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Add feature to allow exporting any Deal Group as Excel file

Serge Mihai

It would be great if Ontraport users would be able to simply export their custom made Deal Groups (in List View) as a spreadsheet type file (either .xls or .csv format).

I have tried to copy and paste as an HTML file into Excel and it doesn't look good at all.

Maybe add a "spreadsheet" button, visible on any List View of any Deal Group, in the top right corner of that view. On hover across that button, a message should pop-up saying "Export Table" and the mouse cursor should change into a "hand", and the button's contour should become highlighted. On clicking that button, the active Deal Group table should be automatically downloaded on the user's computer, as a .csv file or .xls file (or maybe have two or more options available to select for the file type, before the button is clicked?).

If only one option would be available, I would suggest .csv file, as it can be easily accessed using other spreadsheet editors, not only Microsoft Excel. Other readers, please vote this request up, and maybe add your own improvement ideas for my request, in your comments. Also let's read and upvote other community member's requests, if we believe their request is relevant for our own workplace applications.

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Not totally clear, but it sounds like you're talking about our export feature, which has existed forever. See docs or Ontraport University or contact support for details.

Landon Ray
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