In the case that you would like to export data from the system, it can easily be done by following these steps:
Sign In to Wisible with Super Admin Account
At the pipeline page, click on ‘More’ buttom on the top right corner and click on the ‘Export’ button
3. The dialog will pop-up, click ‘Export’. You will receive the file as ‘deal.csv’ which are the entire data on the pipeline page. If there are many pipelines, you have to separately download in each pipeline.
Exporting Data
Normally, for excel format, if it is a CSV file. The UTF-8 will not be set us, therefore, Thai version will not be able to read by the format (This example is MS Excel Version 16.x 2019 which some version might be some differences in menu positions)
Open ‘New Workbook’ on Excel
Go to Menu > Data > From Text
3. Then, choose the file ‘deal.csv’ and click ‘Get Data’ button.
4. Excel will open Dialog “Text Import Wizard – Step 1 of 3”
5. At File origin: choose Unicode (UTF-8) and click ‘Next’
6. then, Delimiters, check the Tab and Comma and then click ‘Next’
7. On the last page, click ‘Finish’
8. Finally, click ‘OK’, with this, you will be able to read the Thai data. You can now click ‘Save file’.
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A lot of times you would like to take a short note about the deal immediately right after the meeting or when you have any ideas, if you take notes on papers, sometimes, you forgot to retype the note. Indeed, we understand this particular demand. Moreover, apart from, you are able to create new deal…
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