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.

The following users can export opportunities:

Administrators
Sales Managers
Salespersons

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

In SharpSpring's top toolbar, click
Sales > Opps Won.
Click View.
Select one of the following:

• Open Opps
• Opps Won
• Opps Lost
• Archived Opps
Select the desired date range.
Set other parameters as necessary.
Click Apply.
Click Export.
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:

In SharpSpring's top toolbar, click
Sales > Reports.
Click Select a Different Report >
Performance/Projection.
Click View All.
Click Settings.
Select one of the following:

• Export Leads
• Export Opps
• Export Sales
• Export Lost Opps
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:

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

Click to enlarge.

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Exporting Opportunities

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