Opportunities - Pro+
      Back to home
      1. Knowledge Base
      2. ArtCloud Manager - Marketing/Sales
      3. Opportunities - Pro+

      How do I export my Opportunities? - Pro+

      Filter and export your Opportunities for easy data access

      Please note: this is a Pro+ feature for both Artist and Gallery accounts. To see the subscription tiers and what each tier offers, please visit our Features pages: Artists & Gallery.

      If you'd like to learn about upgrading your account, please feel free to reach out to Support!


      You can easily filter and export your Opportunities with this feature. You'll want to first filter your Opportunities list by using the Filtering bar at the top of the Dashboard. Here you can decide if you want to display which Location the Opportunity is associated with, the staff member associated, or even the stages you want to see. 

      Screen Shot 2021-04-15 at 12.52.39 PM

      At the very top of the Opportunities Dashboard, you can even filter by Created Date or Closed Date.

      Screen Shot 2021-04-15 at 12.50.57 PM

      Once you've Filtered the exact information you'd like to see using the various Dashboard filters, you'll want to click on the Actions drop down menu at the top, select Export, and then click on CSV.

      Screen Shot 2021-04-15 at 12.51.45 PMScreen Shot 2021-04-15 at 12.52.03 PM

       

      Suggested Readings

      - What are Opportunities?

      - How do I configure my Opportunity Stages?

      - Use table headers to view and sort records in various ways

      - Customize what columns show up in your Inventory, Contact, and Invoice records with the View Cog