Enabling this toggle splits your downloadable file into one spreadsheet row per product.
This is useful when you've added multiple products to your opportunity, order, or subscription and you'd like these to be shown in individual rows in your export file.
Example:
Let's say you've made these actions:
- Entered the opportunity list
- Selected two opportunities
- Clicked Export in the list header
- Enabled the Export order row -toggle inside the dialog where you select which information to include
The two first rows are products and come from the same opportunity since it contains two products. The third row comes from another opportunity that only contains one product.
Your exported file will then look like this:
| Opportunity ID | Company | Contact name | Description | Product | Price | List price |
|
1234 |
Company Name Inc |
Firstname Lastname |
Subscription fee Q2 |
Product name |
4995 |
4995 |
|
1234 |
Company Name Inc |
Firstname Lastname |
Subscription fee Q2 |
Product name |
1995 |
1995 |
|
5678 |
Another Company Name Inc |
Firstname Lastname |
Consultant time |
Product name |
1995 |
1995 |
Where this feature is available:
- Order list
- Opportunity list
- Subscriptions list
- Report center
- Opportunities
- Orders
Comments
0 comments
Please sign in to leave a comment.