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    Exporting Opportunity Types
    • 29 Mar 2023
    • 1 Minute to read
    Contents

    Exporting Opportunity Types

    • Updated on 29 Mar 2023
    • 1 Minute to read
    Article Summary

    You can export opportunity types 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.

    Data included in your export file

    • Your space ID
    • The name of opportunity type
    • The notes for each opportunity type
    • The ID of each opportunity type
    • When each opportunity type was updated
    • Which admin updated them

    1. Log in to dashboard.nexudus.com if you aren't already.

    2. Click CRM > Opportunity type.

    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.

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