Export opportunities

  • Release version: Xanadu
  • Updated September 24, 2024
  • 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 Opportunity > All.
    2. Select Export.
    3. In the Export dialog box:
      1. Select the File Type:
        • Excel
        • CVS
        • JSON
        • PDF
      2. Select the Delivery Type:
        • Email - Enter a valid email address.
        • Download - Downloads the export to a local drive.
      3. Select Export.
      The list of opportunities is exported according to the parameters set.