Exciting news for small business owners! We’ve made some fantastic improvements to our CRM’s export functionality that will help you get the data you need faster and more efficiently. Let’s dive in!
📌 Why This Matters
Exporting data can often be a tedious task, but it’s essential for making informed business decisions. With our enhanced export feature, you can now get exactly what you need—no more sifting through irrelevant data! This means more efficient workflows and better insights into your operations.
✨ What’s New
- Filtered List Export: 🎯 Export only the sub-accounts that match your current filters—receive the exact data you need without all the extra cleanup work!
- Full Data Export: 📋 The export file now includes all key sub-account fields such as Creation Date, SaaS Plan, Subscription Status, Rebilling Status, Snapshot Info, and even more! Plus, it retains the roll-up metrics you’re already familiar with.
- Background Processing: ⚙️ No more waiting around! Exports will process in the background, and you’ll receive a download link via email. You can continue working without the worry of large exports slowing you down.
- Flexible Email Delivery: 📬 Now, you can choose which users receive the export email, ensuring that the right team members get the essential data directly.
🛠️ How to Use It
- Step 1: Navigate to the Sub-Accounts List page and apply your desired filters.
- Step 2: Click on the export button, select your options, and check your inbox for the download link once it’s processed!
💡 Pro Tip
Take advantage of the filtered and full data export features to streamline your reporting and make data-driven decisions effortlessly!
