Articles on: Settings

Exporting information about deal room members

Only members with full access to deal room settings can export data. To export the information of your deal room members, go to your deal room Settings, and open the ‘Export / Import’ tab. There you have an option to download an Excel file with all deal room members' information. The export includes the list of your deal room members together with their emails, phone numbers and other information provided on their investor profiles. 

You can also export the information of your deal room members by going to 'Members' tab and choosing 'Actions' > 'Download Excel'. You can also filter deal room members if necessary, multi-select them and choose 'Export members' from 'Actions' menu.

Updated on: 15/12/2022

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