How to Export Opportunities

Created by PX Marketing, Modified on Tue, 19 Aug at 3:30 PM by PX Marketing

Overview

PXME provides a powerful export feature for Opportunities, giving you flexibility, customization, and efficiency when working with your sales pipeline data. You can export all opportunity records (including custom fields), apply filters for targeted exports, and download data without limitations. Exports are generated as CSV files and can be tailored to include exactly the data you need.

⚠️ Permissions Note: Only Admin users can perform opportunity exports. If you don’t see the option, contact your account admin for access.

Step 1: Access Opportunities

Navigate to the Opportunities section from the left-hand sidebar.
Here, you’ll see all opportunities listed — including potential sales, leads, and related information.

Step 2: Apply Filters (Optional)

To narrow your export to specific records:

Click on Add Filter or use the search bar.
Choose your filter criteria (e.g., status, pipeline stage, date range, campaign type, lead value).
Only the opportunities matching your filters will be included in the exported file.

This allows you to generate highly focused exports instead of downloading the entire list.

Step 3: Export Opportunities

Once filters are set (if applicable), click the three dots (⋮) in the top-right corner.
Select Export.
The system will generate your export file based on the filters and fields you selected.

Step 4: Key Features and Benefits

Export Custom Fields – All standard and custom fields linked to opportunities are included.
Filter-Based Exports – Export only the opportunities you need, based on applied filters.
No Export Limits – Export all visible opportunities in your pipeline in a single file, with no restrictions.

Step 5: Download Your File

After selecting Export, a progress bar will appear.
Do not refresh or navigate away from the page during this process.
Once complete, your export will download as a CSV file containing your selected opportunity data.

FAQs – Exporting Opportunities

Q1: How do I access the Opportunities section?
A: Go to the sidebar menu in your dashboard and click Opportunities. This is where all your opportunities and leads are displayed.

Q2: Can I export only certain opportunities?
A: Yes. Apply filters (e.g., lead status, pipeline stage, or date range) before exporting. Only filtered results will be included.

Q3: Is there a limit on how many opportunities I can export?
A: No. You can export all visible opportunities in your board or filtered view without any restrictions.

Q4: What permissions are required?
A: You must have Admin permissions to access and use the export feature.