Export active / ongoing opportunities

1. Go to Opportunity section

2. Select the preferred time period

3. Open the advanced search

4. Click on the ... button next ot the search button and select Excel


Export historic / won / lost opportunities

1. Go to Opportunity section

2. Select the preferred time period

3. Open the advanced search

4. Select Won OR Lost in the Field drop down, Select operator equals and value true

5. Click search (if done often, also click save and name "Won deals", to get the search saved to Advanced searches)

6. Click on the ... button next ot the search button and select Excel