- Click on the “Opportunities” module
- Click on the “Preview” tab or on the “Reports” tab
- OPTIONAL: if you want to export a specific list of opportunities, click on the “Additional filters” button, then filter your opportunities according to your needs
- In the upper right corner, click on the small cloud (with an arrow) to export the list of opportunities
(You may not have the rights to perform this action. You will then have to ask the administrator of your CentrixOne database to do this for you or give you the rights.)
