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.
Opportunities

  • Then, click on the Bulk Actions and select the Export.
  • Select the type of Excel whether its.CSV or.XLS.
Bulk Action

  • By selecting the All Fields, you can export the orders with all the Fields in the Opportunities app.
Export

  • You can view all the Fields in the Downloaded excel.
All Fileds

  • By selecting the Current view, you will get the exported report with the currently displayed list of columns in the Excel Sheet.
Curent View
  • You can only view the current list of columns in the downloaded excel file.
Excel File