You can export opportunities data to keep a local copy of your records.
You can reduce the data included in your file by using one or more of the filters available.
Log in to dashboard.nexudus.com if you aren't already.
Click CRM > Opportunities.
Tick the checkbox next to any of the listed records.
- Click on the export icon
in the top-right corner of the page.
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