Exporting and viewing a list of opportunities
When you export a list of opportunities, you can view the list in Microsoft Excel, as well as view a pivot table and chart. The column headings and order are retained in the exported list. For assistance with viewing the list of opportunities and the pivot chart, please see the Microsoft Excel help.
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You must have Microsoft Excel 2000, 2002, or 2003 installed. |
To export a list of opportunities to Microsoft Excel
From the navigation bar, click Opportunity List.
Filter the opportunities.
From the toolbar, click the Export to Excel tool.
ACT! displays the list of opportunities in Microsoft Excel.
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Only one product is listed in the Product Name column of the opportunity. Opportunities with multiple products are indicated by an ellipses (...) displaying after the product in the Product Name column. |
To view a pivot chart of the exported opportunity list
From the Excel window, click the Opportunities Pivot Chart tab.
To view a pivot table by record manager
From the Excel window, click the Opportunities Pivot tab.