Export opportunities

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • 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.

    Before you begin

    Role required: sales_agent

    Procedure

    1. Navigate to the List view Lists tab. 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.