Export opportunities

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • You can export an opportunity as a JSON file in Opportunity Management and provide it to a customer. The export opportunity feature in Opportunity Management exports a list of all opportunities.

    Vorbereitungen

    Role required: sales_agent

    Prozedur

    1. Navigate to the List view and select Opportunity - All.
    2. Select the Export button.
    3. Select the File Type:
      • Excel
      • CVS
      • JSON
      • PDF
    4. Select the Delivery Type:
      • Email - Enter a valid email address.
      • Download - Downloads the export to a local drive.
      The list of opportunities is exported according to the parameters set.