Export the business opportunities by going to Sales -> Deals -> All deals.
Make a selection of the deals you are interested in and choose Download list.
The exported information is limited to the following fields
- Name of the business opportunity
- Company name
- Status
- Value
- Probability
- Order date
- Contact name
- Responsible name
- Description
- Status text
- Status date
- Customer internalid
- Customer integrationid
- Contact sourcenativeid
- Contact internalid
- Contact integrationid
- Tags
- Source
- Created date
As you have both Bisnode ID and a registration number you can easily send the file to Bisnode to add the information you want, for an additional fee.
Example usage of the feature is to use the information in an external business intelligence tool, import it to an order management system or deliver it to a customer as a project result.
0 Comments