How do I Export all of my Won Opportunities?

To export all of your “Won Opportunities” go to your “Pipeline.” From here you will see two drop-down boxes, one labeled “All Campaigns” and one marked “All Milestones.” Click on the box labeled “All Milestones” and scroll down to the “Won” label.

This will make your pipeline specific to opportunities you have marked as “Won.” Once you’ve done this, you can click on the button at the bottom right hand of your screen that says “CSV Import.” This will export your opportunities into a CSV file, complete with the subdomain, milestone, metrics, and more!

 

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