PLATFORM WORKFLOW
TASK DESCRIPTION: Exporting Pipeline Data as a PDF
OBJECTIVE: How to Export Pipeline Data as a PDF
ORGANIZATION: Under Admin or System User
SYSTEM PERMISSION LEVEL: System Admin or System User
Step 1:
Go to www.growthpowersuite.com and click the green Login button.
Step 2:
Enter your username and password then click the blue Login button.
Step 3:
Click on your Organization (if you are in multiple organizations). If you are only in one, you will begin on the Dashboard.
Step 4:
Click on the Reports module in the Module Menu Panel.
Step 5:
From the dropdown menu, select the pipeline you wish to export to a PDF.
Step 6:
Once you have selected the pipeline you wish to export as a PDF, you can choose the opportunity status and specify the date range for when the opportunities were created.
Step 7:
After filtering the status, and date range, click the download button.
