I am trying to export a list of open tasks, but also need a way to identify which opportunity these tasks are related to. Ideally, this would be the Copper Opportunity ID. Is this possible?
Best answer by Michelle from Copper
View originalI am trying to export a list of open tasks, but also need a way to identify which opportunity these tasks are related to. Ideally, this would be the Copper Opportunity ID. Is this possible?
Best answer by Michelle from Copper
View originalHi
I’ll put a video on our Google Sheets Add-on below. You can find more information here.
Here is an example of what the resulting export would look like:
This will give you the name of the related record. If you need the opp ID as well, I recommend:
Let me know if that helps!
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