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How do I Export the list of Opportunities by Customers?
Updated on May 26, 2020 06:16AM by Admin
- Login and access the Opportunities app from the universal menu.
- Click on the Select all icon to select all opportunities on the list.
- Then, click on the Bulk Actions and select the Export.
- Select the type of Excel whether its.CSV or.XLS.
- By selecting the All Fields, you can export the orders with all the Fields in the Opportunities app.
- You can view all the Fields in the Downloaded excel.
- By selecting the Current view, you will get the exported report with the currently displayed list of columns in the Excel Sheet.
- You can only view the current list of columns in the downloaded excel file.
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