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CO001 - Basic Information

This report will give you a list of how many clients are at your business and a summary of information.

Additionally, you will have information such as: Created By, Client, Mobile, Email, and Marketing Source.

With this report you will have information about your clients that posses or not posses all of the mentioned above.

Preview:

  • Created By - Which employee created the contact.
  • Client - The name of the client.
  • Mobile - The mobile phone number of the client.
  • Email - The email of the client.
  • Marketing Source - The marketing source from which the client has come/been directed to you.

 

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