How to Export Opportunity List to Excel in CRM

Overview:

This article provides a step-by-step guide on how to export opportunity list from CRM to an Excel file.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates(X4A) and open it.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Opportunities.

6. Select the view that you need to work on from the View List dropdown menu locate on the upper left corner of the page.

7. Check the box beside the opportunity to select it.

   • If you wish to export all items on the list, tick the box next to the word Subject to select everything.

8. Click the ellipsis icon (⋮) beside the command bar, then choose Export to Excel. The download will start automatically.