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.
The following users can export opportunities:
- Company Managers
- Sales Managers
Reports, the Sales Pipeline, and the Contact Manager are accessed through the toolbar.
- Exporting via the Sales Pipeline
- Exporting via the Won/Lost Report
- Exporting via the Sales Performance Report
- Accessing the Export Manager
- Ready to Learn More?
Exporting via the Sales Pipeline
To export opportunity data from the Sales Pipeline, do the following:
Exporting via the Won/Lost Report
To export a .CSV file of opportunity information, do the following:
Exporting via the Sales Performance Report
To export opportunities through the Sales Center, do the following:
Accessing the Export Manager
To access the Export Manager and download previously exported files, do the following: