Export an Opportunity 

To export opportunity details in a .csv file:

  1. Navigate to Sales > Opportunity in the main menu.

  2. To export information on all opportunities, click Export on the top right.

  3. Once the export is complete, you will receive an email to download the .csv file.


Keep in mind that by clicking Export you download all opportunity records regardless of the filters applied to the grid. To export only the list of filtered records, use the Export Grid functionality.

Highlight the Export Grid button