How to Download Opportunity Searches as a CSV File

From the Search screen you can choose to download your query as a CSV file.

You can simply enter a date range for your search and then tap Download CSV in the upper right corner. Name and save the CSV file then open it in any text editing program or Excel.


If you would like to further refine your search, you can choose to enter (A) a customer name, (B) filter the results by stage, salesperson, and ad source, or (C) select to sort the list by name, date or salesperson.

 Note: These filter settings will be reflected in the CSV file.


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