Export All Opportunities List
One excel that exports all opportunites and transaction summary similar to this https://answers.kw.com/hc/en-us/articles/14737284903571-Generate-a-Transaction-Summary-for-an-Opportunity (https://answers.kw.com/hc/en-us/articles/14737284903571-Generate-a-Transaction-Summary-for-an-Opportunity)
but would like one excel with separate columns.
LABS Team
shared this idea
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FRAN O'DONNELL
commented
This would be so beneficial for all levels as it is manageable by other systems
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LABS Team
commented
When a Mega agent leaves a MC, they need to be able to export multiple opportunities at one time, not thousands one at a time.
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LABS Team
commented
I would like to run a report of all opportunities from a specific date range in the all opportunities section of command. Since it is a year outside of this year currently there is no way that I could find or the help desk. It would help with goal planning, follow-up plans etc. It would also be nice to be able to export it to another spread sheet to enable expanding the columns to read all info.
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LABS Team
commented
Having the ability to export or print the opportunity pipeline within each phase of the opportunities. This would be extremely helpful for team meetings and in our PC program.
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LABS Team
commented
It would be great if there was a way to export all opportunities into an excel spreadsheet. That way, we can review all opportunities with each team member each week instead of having to jump from one stage to another to see them all.
It would be nice to have the option to download the comparison of offers into an Excel sheet. That way we can edit or add fields and sort offers and arrange the columns as need to best aid our clients.
Being able to modify the various section/rows and the ability to add new/custom data entry for side-by-side comparison would be helpful when presenting this information to clients. Being Able to Export to Excel would be helpful as well.