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What do the export options mean?

You can export your opportunites as a CSV to run custom reports or to load them into a spread sheet. The following options are available:

  • All Opportunities – this will export the complete list of all opportunities ever added to Tactile. Good for a backup.
  • Open Opportunities – this will export a list of current opportunities that are not set to be closed.
  • My Opportunities – this will export a list of all the opportunities that have been assigned to you.