Export CRM Leads & Opportunities to Excel

The CRM Lead & Opportunity Excel Export module allows you to easily export CRM leads and opportunities into a well-formatted Excel report.

Users can filter records using date range and pipeline stage to generate customized reports for analysis, reporting, and business insights.

Key Features

Date Range Filter
Export leads and opportunities based on a specific date range.

Stage Filter
Filter leads and opportunities by their current pipeline stage.

Comprehensive Data Export
Includes important information such as opportunity name, customer, contact details, and sales information.

Well Formatted Excel
Generated Excel files include proper headers and professional formatting.

Error Handling
Robust error handling ensures smooth export operations even with invalid data.

How It Works

CRM → Leads / Opportunities
After installing the module, a new export option will be available in the CRM module.

Open Export Wizard
Click the Export to Excel button to open the export wizard.

Select Filters
Choose a date range and optionally filter by pipeline stage.

Generate Excel Report
The system generates a structured Excel file containing the filtered CRM data.

The exported report includes fields such as Opportunity, Customer, Contact Name, Email, Phone, City, State, Country, Salesperson, Sales Team, Priority, Deadline, Medium, Source, and Stage.