Companies
      Back to home
      1. Help Desk
      2. ShareBuilder CRM
      3. Companies

      How to Export the Account List

      What 

      This article explains how to export an account list from the ShareBuilders CRM, allowing you to generate a report with key account details.

      Why 

      Exporting the account list provides flexibility for data analysis, reporting, and sharing information with your team. It also enables you to prepare lists for mail merges and category analysis.

      How 

      1. Log in to your ShareBuilders CRM account.
      2. Navigate to the Companies tab.
      3. Click "Export" and select Account List.
      4. Set your reporting criteria, including the desired report type:
        • Standard – Includes basic account details for printing.
        • With Agency – Similar to Standard but includes agency information.
        • Account Contact Mailing List – Ideal for mail merges.
        • Account Mailing List – Includes all account locations.
        • Account Category Analysis – Breaks down account categories, including AE, billing history, last activity, and more (sorting by Account Status and Product Category is not available for this option).
      5. Click "Export" to generate and download the report.