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Opportunity Management › Lead and opportunity apps › Use › Sales Customer Relationship Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Export opportunities

You can export an opportunity as a JSON file in Opportunity Management and provide it to a customer. The export opportunity feature in Opportunity Management exports a list of all opportunities.

Before you begin

Role required: sales_agent

Procedure

  1. Navigate to the List view
Image omitted: list-outline-24.svg
and select **Opportunity - All**.

  1. Select the Export button.

  2. Select the File Type:

    • Excel
    • CVS
    • JSON
    • PDF

    • Select the Delivery Type:

    • Email - Enter a valid email address.

    • Download - Downloads the export to a local drive. The list of opportunities is exported according to the parameters set.

Parent Topic:Using Opportunity Management

Related topics

Install and configure Opportunity Management

Opportunity Management