Exporting

You can export data in InterAction Business Edge to Excel from the list screens: Company List, Task List, Opportunity List, and Pursuit List. In each case you can filter the data selected before you export.

Exports are limited to 5000 rows of data (companies, tasks, opportunities, or pursuits).

NOTE Field names can be customized locally, so your field names may vary from those shown below.

Company List exports:

  • Company Name
  • City
  • State/Province
  • Country
  • Date Last Updated
  • # Open Opportunities
  • # Open Pursuits
  • # Contacts with Relationships

 

Task List exports:

  • Type
  • Target
  • Description
  • Assigned to
  • Due Date
  • Completion Date

 

Pursuit List exports:

  • Priority
  • Target
  • Pursuit Type
  • Lead
  • Date Last Updated
  • ID #
  • Title
  • Pursuit Status
  • Pursuit Stage
  • Coordinator
  • Expected Revenue
  • Open Opportunities
  • Estimated Value

 

Opportunity List exports:

  • Target
  • Opportunity Type
  • Status
  • Outcome
  • Outcome Reason
  • Lead
  • Date Last Updated
  • ID #
  • Title
  • Stage
  • Coordinator
  • Co-Lead
  • Type of Work

 

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