Articles in this section

Exporting Opportunities

Avatar
Nik Schultz
  • Updated
Follow

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
  • Company Managers
  • Sales Managers
  • Salespersons

Reports, the Sales Pipeline, and the Contact Manager are accessed through the  NavSales.png  toolbar.


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 Pipeline.
  2. In the Pipeline Name drop-down menu, select the desired pipeline.
  3. In the Date Range drop-down menu, select the desired date period.
  4. In the Owners drop-down menu, select the desired owners.
  5. Click  more.png  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.


Exporting via the Won/Lost Report

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

  1. In SharpSpring's top toolbar, click 
    Reports > Won/Lost    .
  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.


Exporting via the Sales Performance Report

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

  1. In SharpSpring's top toolbar, click 
    Reports     > Sales Performance.
  2. Under the bar chart, click View All.
  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.


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.


Ready to Learn More?

Related articles

Comments

0 comments

Article is closed for comments.

×

What's wrong with this help article?

Still didn't find what you are looking for?