Export Data to CSV

Analyze DataData Management

Prompt

Export all Opportunities closed this quarter with columns: Name, Amount, Stage, Close Date, Owner — as CSV.

See which reps convert best and where leads stall.

“Break down leads created in the past 1 year into Converted vs Unconverted and show conversion rate. Also give me a conversion rate by lead owner”

~1 min

Spot duplicate Accounts or Contacts with merge suggestions.

“Find all duplicate Accounts by matching Name and BillingCity, and show merge candidates with record counts.”

Bulk change owners on Leads, Accounts, or Opps by criteria.

“Reassign all Leads with Status = 'Open' in the 'Unassigned' queue to reps based on the State field.”