CRM Management Reports

To view CRM Management Reports: 

1. Go to Sales & Marketing
2. Click on Customer (CRM)
3. Click on Reports
4. Select CRM Management Reports 

1. On “Dates From” and “To”, select the dates of the report to view
2. Click refresh to display records that fall within that date
3. Click on the Check boxes to select the report or reports you want to export
4. Click on the drop-down “Select Reports.” and select the report you want to view
5. Click Print to and select how you want to view the report