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All views on Opportunities, Companies, and Contacts can be exported to a CSV list. Before downloading the CSV, make sure that all desired information is included by adding or removing a filter and/or columns.

Once your view is set, click on <b>Companies </b>as shown in the photo below (or <b>Opportunities / Contacts</b> depending on what you're exporting):

Download a CSV of opportunities, companies, and/or contacts for the default list or for any custom view you create

Downloading Views on Opportunities, Companies, and Contacts to CSV File

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Track the progress of all tickets related to your company.

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