I am looking for a way to export specific Opportunities into a word doc or excel file BUT with only the exact info in each opportunity. For context - the info we input for each opportunity eventually has to be entered on a separate form to be given to a different team. Looking to get rid of having to enter same info twice in 2 different locations.
I know Copper has the ability to do a bulk export of all opportunities and I know that from the Opportunities page you can select specific ones and they will export to excel. But I want to know if there is a way to export the screen exactly how it looks or at least with just those fields. See attached photo
Best answer by Michelle from CopperView original