Modified on: Fri, 23 Feb, 2024 at 11:19 AM
TABLE OF CONTENTS
Go to Opportunities from the left sidebar.
On the top right, click on the kebab menu (the 3 dots menu)
Select Export Opportunities.
Your export file will be processed and downloaded to your default browser folder.
When you go to 'Opportunities' and select or create an opportunity, you'll see your custom fields listed. When you edit an opportunity, these fields are available for input. If you've organized your fields into folders, these will appear one after the other.
When enabled, the 'hide empty fields' feature hides all fields with no value. This allows you to focus only on fields that are relevant or required for you, providing a cleaner, more streamlined view of