Skip to content
English
Submit A Support Ticket
Contact us
  • There are no suggestions because the search field is empty.

How do I export my Opportunities? - Expert

Filter and export your Opportunities for easy data access

Note: Opportunities are an Expert feature for Gallery and Artist accounts. To view the subscription tiers and what each tier offers, please visit our Features pages: Artists & Gallery.

To upgrade your account, visit the Subscription page in Account Settings or contact support@artcloud.com with questions.

You can easily filter and export your Opportunities with the Filter and Actions dropdowns. Using the search bar, you can decided to display the location, staff, or stage associated with the Opportunity.

Screen Shot 2021-04-15 at 12.52.39 PM

At the top of the Opportunities Dashboard, you can even filter by Created Date or Closed Date.

Screen Shot 2021-04-15 at 12.50.57 PM

Once you've searched and filtered the information you want to export, click the Actions dropdown, select "Export," and pick "CSV."

Screen Shot 2021-04-15 at 12.51.45 PMScreen Shot 2021-04-15 at 12.52.03 PM

Suggested Readings
- What are Opportunities?
- How do I configure my Opportunity Stages?
- Use table headers to view and sort records in various ways
- Customize what columns show up in your Inventory, Contact, and Invoice records with the View Cog