You can download the opportunities created on Cloud as a CSV file. The downloaded file contains opportunity details, including client and opportunity names, opportunity type and stage, service plan, subscription, products, labor total, and the created and closed dates.
The "Type" column in the CSV file indicates whether the opportunity is open or won, and whether it is a project or a service opportunity.
To download the list of opportunities in the Kanban view, go to "Opportunities" in the left navigation menu and click the "Export to CSV" icon next to the Search bar.
In the List view, select the opportunities you want to download, click the 3-dot menu on the top-right corner of the table, and click "Export to CSV."
You can apply the filters seen above the list of opportunities to download specific opportunities.
Here is a screenshot of the CSV file with the list of opportunities.
