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:
- Company Managers
- Sales Managers
- Jr. Salespersons
Accounts are accessed through the toolbar.
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:
Note: This report will save directly to your computer as a .CSV file and not to the Export Manager.