The Account List Report is a prospecting tool. This report allows the flexibility to search by the following criteria:
Account Owner
Market Segment
City
State
Country
Zip Code
This information will allow your team to target sales strategy on a particular area, market, or region.
How to Use Account List Report
Click on Reports in the side navigation
Select Account List
Select appropriate Filters
Click Save Report
Enter the new report name
Export As CSV (Excel), HTML or PDF
Select: Export Only Visible Columns or Export All Column
Click on "Click here to download file"
Important Considerations
It is important to do your best to fill out as many account-level fields as possible. If information is missing in those fields, it will be blank on the report.