Exporting Sales Accounts

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. 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. This article will detail how to export your accounts as a .CSV file. Article Contents Exporting Accounts	Available with:
	Marketing Automation	✓
	CRM Ultimate	✓
	CRM PRO	✓
	CRM Free	✓

	Toolbar:


	Users:
	Administrators	✓
	Company Managers	✓
	Marketing Managers
	Sales Managers	✓
	Salespersons	✓
	Jr. Salespersons	✓

To export account information, do the following:

In SharpSpring's top toolbar, click Accounts. Click Filters. Click the Filter by Owner drop-down menu to select account owners. Click the Accounts drop-down menu to select either active or archived accounts. Click the Filter Tag drop-down menu to select account tags. Click the Date Range drop-down menu to select the date range. Click 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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