Export opportunities

Users with permission to export data in Webmecanik Pipeline can export opportunities from the user interface to a .csv file.

More information about user rights in this article.

Export a list of opportunities to a .csv file

From the user interface:

1. Click the Pipeline left menu to display the contacts list.
2. On top right, you can click on the Export button.
3. The download will start to a file containing all opportunities visible in the contacts list.