Exporting Opportunities
- 29 Mar 2023
- 1 Minute to read
Exporting Opportunities
- Updated on 29 Mar 2023
- 1 Minute to read
Article Summary
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You can export opportunities data to keep a local copy of your records.
Exports include all the data available in your location by default.
You can reduce the data included in your file by using one or more of the filters available.
You must be a full unrestricted admin to export data from Nexudus.
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 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
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