How to export Opportunities and Projects

If you’d like to export your opportunities or projects, here’s how:

Step 1: From the left navigation click CRM, then either OPPORTUNITIES or PROJECTS.

Step 2: Then click the icon beside the Search button as shown below.

Step 3: Then select any additional fields you would like to export from the related Contact and Account cards as shown below and click EXPORT.

Remember, that this feature will export whatever you currently have shown. This allows you to filter your data first.