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Goliath Data

Export Deals

The current Create Deal dialog.

Deal export is not currently available

Section titled “Deal export is not currently available”

Goliath does not currently provide a customer-facing export action for deal records. The product’s export layer explicitly excludes the Deal domain, so there is no supported CSV-download workflow to document from the Deals board or list.

Do not use the Contacts or Properties export instructions as a workaround: those exports operate on their respective records and do not create a deal export.

If exporting deals is required for your workflow, contact Goliath support with the fields and reporting outcome you need. This article will be updated when a supported deal-export workflow is available.

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