- 29 Mar 2023
- 1 Minute to read
Exporting Opportunities
- Updated on 29 Mar 2023
- 1 Minute to read
You can export opportunities data to keep a local copy of your records.
Log in to the Admin Panel if you aren't already.
Click CRM > Opportunities.
Tick the checkbox next to any of the listed records.
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