Export opportunities

task brazil Updated Sep 10, 2026 1 min read opportunity-management-export-opportunities.md
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You can export an opportunity as a JSON file in Opportunity Management and provide it to a customer. The export opportunity feature in Opportunity Management exports a list of all opportunities.

Before you begin

Role required: sales_agent

Procedure

  1. Navigate to the List view [Omitted image "list-outline-24.svg"] Alt text: and select Opportunity - All.

  2. Select the Export button.

  3. Select the File Type:

    • Excel
    • CVS
    • JSON
    • PDF
  4. Select the Delivery Type:

    • Email - Enter a valid email address.
    • Download - Downloads the export to a local drive. The list of opportunities is exported according to the parameters set.

Related topics

Configuring Opportunity Management

Opportunity Management

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