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Exporting Opportunities from the Opportunity Manager

Article: 000050744
Updated: July 26, 2024

Opportunities help keep your sales data organized. In the Opportunity Manager you'll see your opportunities in a table format. Learn how to export opportunity data from the Opportunity Manager.

Opportunities are created and added to the Sales Pipeline in Lead Gen & CRM to monitor progress across deal stages in the sales process. You can track the estimated revenue, estimated close date, and the contacts included in a specific opportunity.

You may export Opportunity data in .CSV format from the Sales Pipeline, the Opportunity Manager, the Won/Lost report, and the Sales Performance report

This article will show you how to export a .CSV file of opportunity data from the opportunity manager, with chosen fields.


Article Contents


Users:
Administrators 
Company Managers 
Marketing Managers 
Sales Managers 
Salespersons 
Jr. Salespersons 

 

Exporting Opportunities

You can export opportunities as necessary. 

To export and download opportunities, start from Sales > Opportunity Manager in the left toolbar.

  1. Click     Options.

    Click Options

     

  2. Click Export Opportunities.

    Click Export Opportunities

     

  3. Click the checkboxes of the desired fields.
  4. Click Export.

    Click Export

     

  5. Click Export Manager in the notification window that appears.

    Click Export Manager

     

  6. Click the name of the exported file.

    Click the name of the exported file

     

Be aware that exported .CSV files will be downloaded to your computer's default download folder.


 

Accessing Previous Exports

To access files that were recently exported and download them, you can go to the Export Manager. Read Accessing the Export Manager

 


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