Exporting your Account List lets you pull a customizable report of your account data from ShareBuilder CRM. You can include details such as account name, billing info, last activity date, account category, agency associations, and more — tailored to what you need.
Exporting an account list gives both Sellers and Managers extra flexibility for real work outside CRM:
For Sellers, it helps in planning outreach, tracking progress, organizing follow-up actions, and even preparing mailing lists or proposals. Having an offline copy means you can work from spreadsheets, filter or sort in ways that match your personal style, or share data without logging into CRM.
Overall, export tools support data-driven decision-making, improved accountability, and better alignment within teams.
