How do I export an opportunity? - Powered by Kayako Help Desk Software
Search for articles: To find answers to your questions, enter topics into the search bar below. For example, type: "How do I share contacts?" or "Notifications".


Knowledgebase: Opportunities
How do I export an opportunity?
Posted by The Team at Mindmatrix on 14 December 2015 01:15 PM

You can export Opportunities into a .CSV file and find them under the Export Status page under "Connections".

1 .To start, click on the Opportunity under Manage, you would like to export and select the export button.

 

Export your Opportunity

 

2. Navigate to Connections and click on "Export Status".

 

3. Click on the "Opportunities" tab to view your .CSV files and click the Download link to download these to your computer.

 

Interested in learning more about Mindmatrix software? Join our email list to get the latest software release notes, videos and how-to articles.


Comments (0)
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please enter the text you see in the image into the textbox below (we use this to prevent automated submissions).