Product Family: Act!
Product: Act! Pro, Act! Premium, Act! Premium (access via web), Act! Premium Cloud
Version: 2012 and later
Third Party: Microsoft Excel
Opportunities can be exported to an Excel file by following the steps below:
- In Act!, Click Opportunities in the Navbar
- Ensure you are in the Opportunities List View
- Click Tools > Export to Excel
Note: If you are exporting to Excel while using Act! from a web browser, the file will appear as a download in your browser instead of automatically opening into an Excel file.