CRM - Exporting Opportunities

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

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📤 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 field Find services

2. Enter the area of Opportunities

3. Use the filters, if necessary, to refine the data you want to export

4. Perform the selection of the desired opportunities

5. Click the option 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 area of Reports, allowing a broader and more customized view of the data.

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

Reports - Export of CRM Opportunity Fields

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📊 Organization of exported data

After export, the data can be manipulated 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

• The export respects the filters applied on the screen

• Only selected opportunities will be exported

• For large volumes, multiple exports will be necessary