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How To Download A List Of Your Opportunities
How To Download A List Of Your Opportunities

If you want to download a list of your opportunities, simply start by clicking the "Opportunities" in the left menu.

Hannah Dove avatar
Written by Hannah Dove
Updated over a week ago

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

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.
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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.

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