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Exporting Opportunities

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Nik Schultz
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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:

  • Administrators
  • Sales Managers
  • Salespersons


Article Contents


Exporting via the Sales Pipeline

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

  1. In SharpSpring's top toolbar, click 
    Sales > Pipeline.
  2. In the Pipeline drop-down menu, select the desired pipeline.
  3. In the Date Range drop-down menu, select the date parameters.
  4. In the Owners drop-down menu, select the applicable owners.
  5. Click  more.png  More Options.
  6. Click Export to .CSV.
  7. Click the link that appears at the top of the screen.
  8. Click the export to download the file.
  


Click to enlarge.


Exporting via the Opps Won Page

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

  1. In SharpSpring's top toolbar, click 
    Sales > Opps Won    .
  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 parameters as necessary.
  6. Click Apply.
  7. Click Export.
  8. Click the Export Manager link that appears.
  


Click to enlarge.


Exporting via the Sales Center

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

  1. In SharpSpring's top toolbar, click 
    Sales > Reports    .
  2. Click Select a Different Report > 
    Performance/Projection.
  3. Click View All.
  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. 
  


Click to enlarge.


Accessing the Export Manager

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

  1. In SharpSpring's top toolbar, click 
    Contacts > Contact Manager.
  2. Click  cog.png  Options > Export Manager.
  3. Click on an item to automatically download the .CSV file.
  


Click to enlarge.


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