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How To Download A List Of Your Opportunities
Welcome to the "Opportunities" tab. This section has been created to assist you in efficiently learning how to download your opportunities list.
NOTE: If you currently do not have "Pipelines" set up, you will need to either visit the settings area and create them yourself or contact your CRM administrator to create them for you.
Download Opportunities List
To download your opportunities list, first, filter the opportunities you wish to download to narrow down the list. Next, click on the 3-dot menu located in the upper right corner of your page and select Export. A popup notification will appear, indicating the progress of the export.
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