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

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement