Every deal in Presail can be exported as a spreadsheet (.xls). This spreadsheet includes all the key details of your allocation management. You can read more about the different columns in the spreadsheet export in this article.
📤 How To Export Your Allocation Management [Basic Guide]
1️⃣ Click on the Deal you want to export a spreadsheet for.
2️⃣ Navigate to the Fundraising tab.
3️⃣ Click the Export button. A .xls file will be downloaded automatically.
📤 How To Export Your Allocation Management [Advanced Guide]
Step 1: Click on the Deal you want to export a spreadsheet for.
Step 2: Navigate to the Fundraising tab.
Step 3: Click the Export button. This will initiate an automatic download of a .xls file of the allocation management.
