Customer Contacts Report
This report will show you Customer Contacts with the ability to filter by Sales Rep. This can be helpful to export a list of Customers.
Run the report by completing the following steps:
- Click Reports.
- Click Customer Reports.
- Click Customer Contacts Under the Customer Reports section.
Note: You can select a Sales Rep from the drop down menu at the top left of the report. You can click the Download button on the right to export the information.
You may also consider using the Customers List screen (currently v2 during testing.)
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