|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.
You can export accounts as necessary.
To export account information, do the following:
Note: You can export only 25,000 accounts at a time.
Note: Saved .CSV files will download to your Internet browser's default download folder.
Accessing the Export Manager
You can access the Export Manager at any time.
To access the Export Manager, do the following:
Once in the Export Manager, click previously exported files to download them to your computer.