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How to export all other opportunities that were missed when using opportunity line items

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Posted on by JennyJOak

Hello,

I'm trying to get a complete dataset to cleanse.

I have since exported all opportunity line items that gives me everything from a product perspective. However, it looks like I'm missing all other opportunities in the prospect or lead phase when there hasn't been able products added to the opportunity yet. How do I run a search for all other opportunities that I missed?

Many thanks,

Jenny

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JennyJOak 30 on at

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RE: How to export all other opportunities that were missed when using opportunity line items

Hi Naveen,

Thank you for sharing and your help. I have a couple of follow-up questions below:

I couldn't seem to find Opportunity Products (Opportunity)

I did go through the list and instead found: Opportunity Lines (Opportunity), would this give me the same information? it appearas that the conditions cannot be added under this:

When I click results, I get a rather small list. Do you have any recommendations or thoughts around this?

Many thanks,

Jenny
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Naveen Ganeshe 3,393 User Group Leader on at

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RE: How to export all other opportunities that were missed when using opportunity line items

Hello Jenny,

You can use the below criteria for getting rest of the opportunities: