Other than the many Deal Views and the viewing deals by status, Revamp CRM offers you Advanced filters to sort your Deals and easily manage them. 


If you are on a Small Business plan go to Sales > Deals

If you are on an Online Store plan go to Wholesale > Deals

and click on the green icon indicated in the image below. 



This menu will appear allowing you to filter Deals by:

  • Date created/closed
  • Expected Closure Date
  • Contact Person
  • Product
  • Sales Region
  • Deal Source


You can choose dates from one of these in the list or type in specific dates you're looking for



You can also choose from one of your Products, Sales Regions or Deal Sources





To export filtered deals, from the different Deals Views, choose the List View



Choose which format you want your deals exported into. A file with all your deals will be downloaded.