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    Exporting Opportunities
    • 29 Mar 2023
    • 1 Minute to read
    Contents

    Exporting Opportunities

    • Updated on 29 Mar 2023
    • 1 Minute to read
    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

    What's Next