An account in SharpSpring is just like a folder in a digital filing cabinet, where you can store all similar contacts and opportunities to one single location. 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. In this article, you will learn how to export your accounts as a CSV file.
The following users can export accounts:
- Sales Manager
- Jr. Salesperson
How to export accounts:
Step One: On the toolbar, hover over Sales then in the drop-down, click Accounts.
Step Two: In the top right corner, click the gray Options icon, then on the drop-down, click Export Accounts.