Exporting Opportunities
  • 29 Mar 2023
  • 1 Minute to read

Exporting Opportunities


Article Summary

You can export opportunities data to keep a local copy of your records.

Export files include all the data available in your location by default.
You can reduce the data included in your export using filters and/or the Views menu.

You must be a full admin unrestricted to export data from Nexudus.


  1. Log in to the Admin Panel if you aren't already.

  2. Click CRM > Opportunities

  3. Tick the checkbox next to any of the listed records.

  4. Click Export xx records in the Bulk actions menu. 


Your download should only take a few seconds. You can find your export XLS file in the Downloads folder of your device.

Source

The source you define in each opportunity becomes a number in your export file. We've listed each opportunity source and its corresponding number below:

Broker- 11
Direct email - 9
Email marketing - 10
Facebook - 13
Flexi offices - 23
Google search - 19
Hubble hq - 17
Instagram- 15
Instant offices - 21
Kontor - 25
LinkedIn- 14
LiquidSpace - 18
No source - null
Office freedom - 22
Other - 99
Other social networks - 98
Phone - 2
Print advert - 6
Property agent - 12
Purchased list - 7
Referral - 5
Space pool - 20
Twitter - 16
Valve - 26
Web - 1
Webinar - 4
Word of mouth - 8
Work there - 24