Exporting a List of Deal Accounts

You can generate a CSV spreadsheet of customer accounts, and have it emailed to you.

1. Navigate to Leads & Deals > Accounts. 
2. Filter the Accounts list to show the accounts you want to include in the export.

3. Click the Export button.

   

   The file is generated and emailed to your nominated email address.

The exported file includes columns for all account fields, including custom fields, not just those displaying in the Accounts list.

The Partner Access column displays the partners that have access to the account.

• If the account is restricted to certain partners only, these are listed in Partner Access with their ID
• If the account is available to all partners, Partner Access is blank