Opportunities are created and added to the Sales Pipeline in Lead Gen & CRM 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.
You may export Opportunity data in .CSV format from the Sales Pipeline, the Opportunity Manager, the Won/Lost report, and the Sales Performance report.
This article will show you how to export a .CSV file of opportunity data from the opportunity manager, with chosen fields.
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Exporting Opportunities
You can export opportunities as necessary.
To export and download opportunities, start from Sales > Opportunity Manager in the left toolbar.
- Click
Options.
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- Click Export Opportunities.
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- Click the checkboxes of the desired fields.
- Click Export.
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- Click Export Manager in the notification window that appears.
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- Click the name of the exported file.
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Be aware that exported .CSV files will be downloaded to your computer's default download folder.
Accessing Previous Exports
To access files that were recently exported and download them, you can go to the Export Manager. Read Accessing the Export Manager.