V3 Export the Accounts List

To export your list of Accounts, follow these steps:

  1. Go to CRM > Accounts
  2. Set a filter to view the Accounts you want to export.
  3. Click Advanced Actions
  4. Click Export


The export will be available to download on your My Day page. 

Tip: You can find more information on the V3 Account List in our Help Center.
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