> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/general/crm/crm-common-questions/crm-exporting-opportunities.md).

# CRM - Exporting Opportunities

The CRM opportunity export feature allows you to extract important data for external analysis, sharing with teams, or generating custom reports.

{% embed url="<https://youtu.be/0UYBLmkmPRk>" %}

***

### 📤 How to export opportunities

To export the opportunities registered in the CRM, follow the steps below:

1. Access the CRM through:\
   **Menu > General > CRM**\
   or type **CRM** in the **Find services**
2. Enter the **Opportunities**
3. Use the **filters**if necessary, to refine the data you want to export
4. Carry out the **selection of the desired opportunities**
5. Click on the **Export**
6. Choose the file format ( `.csv` or `.xlsx`)
7. The download will start automatically

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### 📊 Export via Reports

It is also possible to export opportunities through the **Reports**area, allowing for a broader and more customized view of the data.

For more details about this feature, check the corresponding article.

{% content-ref url="/pages/a44df79d2be3803779adbae688653de7df3d4eef" %}
[Reports - Exporting Fields from CRM Opportunities](/en/topics/analyze/custom-reports-and-dashboards/reports-common-questions/reports-data-export/reports-exporting-fields-from-crm-opportunities.md)
{% endcontent-ref %}

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### 📊 Organization of exported data

After export, the data can be handled in tools such as:

* Excel
* Google Sheets

With this, you will be able to:

* Create custom reports
* Generate charts
* Share information with other teams
* Perform more in-depth analyses

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### ⚠️ Important notes

* Exporting respects the filters applied on the screen
* Only selected opportunities will be exported
* For large volumes, multiple exports will be necessary


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