How do I export my opportunities to a excel list?

The Export feature in the Opportunities App allows you to export the opportunities data. That is you can create a backup of all your opportunity data in a spreadsheet (in CSV format).

There are two export options available using which the data can be exported:

• Current Fields - The fields present in the current view alone will be exported.
• All Fields - This exports all the fields of the Opportunities App.

 A sales manager who would like to export all of the opportunity details to create a backup and to analyze the data. The following steps will help him understand better.

Steps to Export Opportunities

1. Go to the Opportunities App.
2. Click on "Show All" from the "Lists" drop down found in the left navigation panel.
3. In the Show All page, bulk select the opportunities and click on "Select all 208 objects matching".
   
4. All the opportunity objects will be selected. Now, click on "Bulk Actions" -> "Export" -> ".CSV" -> "All Fields" option.
   
5. You can view the result as shown in the image below:
   

Related Links

• Collect opportunities through mail
  
• Duplicate an opportunity
• Delete an opportunity
• Edit an opportunity