1. Feature Overview
Opportunities represent potential deals. You can add opportunities on leads who’ve shown interest in different products that your business offers. These opportunities within LeadSquared can be exported and sent to you via email. This article will help you understand how you can export these opportunities. To know more about Opportunities, refer to Manage Opportunities.
2. Export Opportunity
- From the main menu, navigate to Leads>Manage Opportunities>Opportunity Type.
- From the Actions dropdown, select Export Opportunity.
- If you want to export all the opportunity fields, select “Export all fields”.
- If you want to export only selected opportunity fields, select “Export selected fields”.
- Click Choose fields.
- You can search for fields by using the Search Fields search box.
- You can choose fields by checking the checkbox
against each opportunity field.
- Once you’ve made the selection, click Export.
- If the export access is successful, you’ll receive an email with the file download link, to the email Id you’ve registered in your LeadSquared account.
Note:
- To add or delete fields in your opportunity form, refer to Opportunity Configurations.
- By default, you can export up to 100,000 opportunities per request. To increase the export limit upto 1,000,000 write to support@leadsquared.com. To export even larger data sets, see refer to How to Export More than 1,000,000 Opportunities or Large Exportable Reports.
Any Questions?
Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!
If I have a 1 crore or 2 crore opportunity in one shot, how should I export it? Should I export it?
I suggest considering the creation of an opportunity list based on a specific set of leads when generating an opportunity. This could greatly enhance our workflow and efficiency.
Hey, Bhaskar. Great question. Give us a day or so, and we’re creating a new help article to address this use case. I’ll share it with you once it’s published. Thanks.