CRM: Opportunity Grid Can Now be Exported to Excel

G2 – CRM

Add Export to an Excel Spreadsheet from Detail Grid of Opportunities/Looking

The ability to export the Detail Grid in Opportunities to Excel has been implemented.  

This feature is only available to G2 CRM Users.

In G2 Sales> Launch CRM> Opportunities/Looking For, click on the green spreadsheet icon and an Excel spreadsheet should pop open in a separate window – see the examples below:

Opportunity Grid1


Opportunity Grid2

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