Exporting, Printing & Deleting Opportunities

After adding an Opportunity, you can easily export, print and delete it.

Exporting Opportunities

1. Go to the Opportunities Tab

2. Search for a specific Opportunity or select either:

1. The specific Opportunities you wish to export,
2. Every listed Opportunity on the page, or
3. All Opportunities in your search criteria

Select your desired Opportunities

3. Select the Actions menu at the upper-left side and then Export opportunities

Select Actions > Export opportunities

4. On the next page, you can choose to  export primary fields (i.e., those on the main Opportunities page), or pick and choose your fields for export.

Confirm by selecting Export

5. Your selected Opportunities will then be exported as a .csv file (open with Excel or Google Sheets).

Printing Opportunities

1. Go to the Opportunities Tab

2. Search for a specific Opportunity, or select either:

1. The specific Opportunities you wish to print,
2. Every listed Opportunity on the page, or
3. All Opportunities in your search criteria

Select your desired Opportunities

3. Select the Actions menu at the upper-left side and then Print selected rows

Select Actions > Print selected rows

4. On the next page, you will be able to print the information of the selected Opportunities using your web browser.

Print preview

Deleting Opportunities

1. Visit the Opportunities Tab

2. To delete a single Opportunity, find the Opportunity you wish to delete and select  its name

Select the Opportunity Name to see its details

3. When viewing the Opportunity, scroll down the page and select Delete

Scroll down and select Delete

4. On the next page, you will have to confirm you want to delete this Opportunity by selecting Delete

Confirm by selecting Delete

5. To delete multiple Opportunities simultaneously, select either:

1. The specific Opportunities you wish to print,
2. Every listed Opportunity on the page, or
3. All Opportunities in your search criteria

Select your desired Opportunities

6. From the Actions menu, select Delete Opportunities

Delete multiple Opportunities

7. On the next page, confirm that you wish to delete these Opportunities by selecting Delete Opportunities

Confirm multiple Opportunity deletion

8. The Opportunities selected will then be deleted permanently, and you'll be directed back to the main Opportunities Tab.