Exporting Opportunities

SharpSpring enables you to create an opportunity using contacts in the Contact Manager. Opportunities are created and added to the Pipeline 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. In SharpSpring, opportunities can be exported in a variety of ways.

This article will detail how to export opportunities.

Article Contents

• Exporting via the Sales Pipeline
• Exporting via the Won/Lost Report
• Exporting via the Sales Performance Report
• Accessing the Export Manager

1. Click Sales > Opportunities in SharpSpring's top toolbar.
2. Select the desired pipeline in the Pipeline Name drop-down menu,.
3. Select the desired date period in the Date Range drop-down menu.
4. Select the desired owners in the Owners drop-down menu.
5. Click    More Options.
6. Click Export to .CSV.
7. Click the Export Manager link that appears at the top of the screen.
8. Click the exported report to download the file.

Click to enlarge.

1. Click Sales > Reports > Won/Lost in SharpSpring's top toolbar.
2. Click View.
3. Select one of the following:
   
      •   Open Opps
      •   Opps Won
      •   Opps Lost
      •   Archived Opps
4. Select the desired date range.
5. Set other desired filters.
6. Click Apply.
7. Click Export.
8. Click the Export Manager link that appears at the top of the screen.
9. Click the exported report to download the file.

Click to enlarge.

1. Click Sales > Reports > Sales Performance in SharpSpring's top toolbar.
2. Click View All under the bar chart.
3. Click Settings.
4. Select one of the following:
   
      •   Export Leads
      •   Export Opps
      •   Export Sales
      •   Export Lost Opps
5. Click the Export Manager link that appears. 
6. Click the exported report to download the file.

Click to enlarge.

To access the Export Manager and download previously exported files, do the following:

1. Click Contacts > Contacts in SharpSpring's top toolbar.
2. Click    Options > Export Manager.
3. Click on an item to automatically download the .CSV file.

Click to enlarge.