Opportunities - Pro+

How do I export my Opportunities?

Filter and export your Opportunities for easy data access

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

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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.

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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