Engagement Account Groupings - MindBridge Documentation

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An engagement account grouping is an engagement-level copy of an account grouping that is generated upon creation of a new engagement. Subsequent changes made to the original account grouping and/or its account groups will not be copied into the engagement account grouping, and vice versa.

Export Engagement Account Grouping

Export an engagement account grouping and all of its account groups as an Excel file. Exporting returns an async result, which can then be used to return a file result.

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