---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Export opportunities

# Export opportunities {#ariaid-title1}

* Release version: Xanadu
* 
* Updated September 24, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Export a list of all opportunities in a specified file format, such as JSON or Excel, in Opportunity Management and provide it to a customer.

## Before you begin

Role required: sales_agent

## Procedure

1. In the CSM Configurable Workspace, navigate to the List view. ![]() and select OpportunityAll.
2. Select Export.
3. In the Export dialog box:
   1. Select the File Type:  
      * Excel
      * CVS
      * JSON
      * PDF
      {#opportunity-management-export-opportunities__ul_lzq_h4j_vcc}
   2. Select the Delivery Type:  
      * Email - Enter a valid email address.
      * Download - Downloads the export to a local drive.
      {#opportunity-management-export-opportunities__ul_ysn_hrj_vcc}
   3. Select Export.

   {#opportunity-management-export-opportunities__substeps_xnk_g4j_vcc}  
   The list of opportunities is exported according to the parameters set.

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