How To Download A List Of Your Opportunities

Created by Belinda Henry, Modified on Mon, Jul 10, 2023 at 4:22 PM by Belinda Henry

Downloading An Opportunity List

If you want to download a list of your opportunities, simply start by clicking the "Opportunities" in the left menu. From here, there's 2 options to download your leads:

Go to "Opportunities" from the sidebar menu.

Downloading ALL Opportunities

If you want a complete list of all the opportunities in this pipeline, simply click the download button and you will get a .csv file which you can read with Excel, Google Sheets or any other spreadsheet software.

Filter Your Opportunities

You can apply filters to your Opportunities Pipeline to get a very specific list of contacts. Click here to see a guide on the filtering options.

In this step, choose the filter of your preference.

Downloading Filtered Opportunity List

Once you've filtered the the opportunities in your pipeline, simply click the download button and you will get a .csv file which you can read with Excel, Google Sheets or any other spreadsheet software.