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Exporting Sales Accounts

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Nik Schultz
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An account in SharpSpring is just like a folder in a digital filing cabinet. Accounts are where you can store all similar contacts and opportunities to one single location. This article will detail how to export your accounts as a .CSV file.

The following user roles can export accounts:

  • Administrators
  • Sales Managers
  • Salespersons
  • Jr. Salespersons


Article Contents


Exporting Accounts

An account can be used to group multiple contacts together under one large company folder and will show all opportunities that are associated with that account, providing you with one location to see all similar sales information. To export account information, do the following:

  1. In SharpSpring's top toolbar, click 
    Sales > Accounts.
  2. Click Filters.
  3. Click the Filter by Owner drop-down menu to select account owners.
  4. Click the Accounts drop-down menu to select either active or archived accounts.
  5. Click the Filter Tag drop-down menu to select account tags.
  6. Click the Date Range drop-down menu to select the date range. 
  7. Click  cog.png  Options > Export Accounts.
  


Click to enlarge.
Note: This report will save directly to your computer as a .CSV file and not to the Export Manager.

 


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