Exporting an Opportunity

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The export feature enables you to export opportunities. Click Export on the menu bar, to view a list of files that have been exported in the past, as shown in Figure 1.

 

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Figure 1 Exported Data List

The list also displays the following details:

Size of the exported data
Date of creation of data
Person who created the data

To export new data:

1.Click the Generate new export link, as shown in Figure 1.

The New Export page is displayed, as shown in Figure 2.

 

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Figure 2 The Export Page

2.Select type and criteria and enter a subject.
3.Select the fields to be included and specify the field for sorting.
4.Click Generate.

The exported files are listed on the Export Data page, as shown in Figure 3. The data can be viewed or downloaded as a .CSV file.

 

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Figure 3 Viewing the New Export File