Exporting Opportunities

Lead Gen & CRM 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 Lead Gen & CRM, opportunities can be exported in a variety of ways.

This article will detail how to export opportunities.

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Article Contents

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

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Sales

Analytics

Users:

Administrators	✓
Company Managers	✓
Marketing Managers
Sales Managers	✓
Salespersons	✓
Jr. Salespersons

Exporting via the Sales Pipeline

To export opportunity data from the Sales Pipeline, do the following:

1. Click Sales > Opportunities in the left toolbar.
2. Select the desired pipeline in the Pipeline Name drop-down menu.
3. Select the desired owners in the Owners drop-down menu.
4. Select the desired date period in the Date Range drop-down menu.
5. Click    Options.
6. Click Export Opportunities 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.

Exporting via the Won/Lost Report

To export a .CSV file of opportunity information, do the following:

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

Click to enlarge.

Exporting via the Sales Performance Report

To export opportunities through the Sales Center, do the following:

1. Click Analytics in the left toolbar.
2. Click Sales Performance located in the Sales Report section.
3. Click View All under the bar chart.
4. Click Settings.
5. Select one of the following:
   • Export Leads
   • Export Opps
   • Export Sales
   • Export Lost Opps
6. Click the Export Manager link that appears. 
7. Click the exported report to download the file.

Click to enlarge.

Accessing the Export Manager

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

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

Click to enlarge.